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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 | $3,138 | $94,439-96.7% | $73,658-95.7% | $154,746-98.0% |
| Participation rate | 4.8% | 64.7%-59.9pp | 57.0%-52.3pp | 80.7%-75.9pp |
| Annual return | -17.00% | 28.25%-45.3pp | 29.72%-46.7pp | 172.34%-189.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $38 | $2,527-98.5% | $2,062-98.2% | $6,730-99.4% |
| Admin fee / account holder | $966 | $3,843-74.9% | $3,357-71.2% | $14,365-93.3% |