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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 | $9,856 | $29,733-66.9% | $56,025-82.4% | $80,959-87.8% |
| Participation rate | 2.8% | 41.7%-38.9pp | 52.5%-49.7pp | 67.7%-64.9pp |
| Annual return | 9.27% | 35.28%-26.0pp | 1712.69%-1703.4pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $191 | $1,229-84.5% | $1,955-90.2% | $4,300-95.6% |
| Admin fee / account holder | $4,213 | $2,434+73.1% | $2,828+49.0% | $6,925-39.2% |