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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 | $3,054 | $76,522-96.0% | $56,033-94.5% | $145,884-97.9% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | -25.27% | 3014.28%-3039.5pp | 1711.38%-1736.6pp | 551.85%-577.1pp |
| Employer contribution / active EE | $111 | $1,382-92.0% | $1,041-89.4% | $4,662-97.6% |
| Participant deferral / active EE | $138 | $2,624-94.7% | $1,954-92.9% | $6,690-97.9% |
| Admin fee / account holder | $671 | $3,328-79.8% | $2,827-76.3% | $13,392-95.0% |