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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,833 | $67,823-91.4% | $52,425-88.9% | $137,256-95.8% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | -7.35% | 219.11%-226.5pp | 302.12%-309.5pp | 220.34%-227.7pp |
| Employer contribution / active EE | $9 | $1,163-99.3% | $914-99.1% | $4,156-99.8% |
| Participant deferral / active EE | $9 | $2,288-99.6% | $1,790-99.5% | $6,407-99.9% |
| Admin fee / account holder | $1,509 | $2,844-46.9% | $2,495-39.5% | $12,270-87.7% |