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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 | $3,122 | $29,736-89.5% | $56,033-94.4% | $80,935-96.1% |
| Participation rate | 1.9% | 41.7%-39.8pp | 52.5%-50.6pp | 67.7%-65.8pp |
| Annual return | 6.15% | 35.28%-29.1pp | 1711.38%-1705.2pp | 35.66%-29.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $63 | $1,228-94.9% | $1,954-96.8% | $4,299-98.5% |
| Admin fee / account holder | $4,736 | $2,434+94.6% | $2,827+67.5% | $6,924-31.6% |