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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 | $1,347 | $22,602-94.0% | $65,328-97.9% | $75,181-98.2% |
| Participation rate | 11.6% | 63.1%-51.4pp | 64.9%-53.3pp | 67.2%-55.6pp |
| Annual return | -18.05% | 71.13%-89.2pp | 47.39%-65.4pp | 160.69%-178.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $62 | $1,695-96.4% | $2,832-97.8% | $4,126-98.5% |
| Admin fee / account holder | $370 | $1,877-80.3% | $4,116-91.0% | $5,650-93.4% |