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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 | $2,194 | $27,936-92.1% | $58,561-96.3% | $75,173-97.1% |
| Participation rate | 3.2% | 38.8%-35.7pp | 50.9%-47.7pp | 67.2%-64.0pp |
| Annual return | 6.67% | 44.21%-37.5pp | 4251.33%-4244.7pp | 160.72%-154.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $81 | $1,202-93.2% | $1,923-95.8% | $4,126-98.0% |
| Admin fee / account holder | $1,162 | $1,727-32.7% | $2,520-53.9% | $5,651-79.4% |