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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 | $1,792 | $67,823-97.4% | $52,425-96.6% | $137,256-98.7% |
| Participation rate | 4.3% | 63.9%-59.6pp | 55.6%-51.3pp | 80.0%-75.6pp |
| Annual return | -18.60% | 219.11%-237.7pp | 302.12%-320.7pp | 220.34%-238.9pp |
| Employer contribution / active EE | $30 | $1,163-97.5% | $914-96.8% | $4,156-99.3% |
| Participant deferral / active EE | $89 | $2,288-96.1% | $1,790-95.0% | $6,407-98.6% |
| Admin fee / account holder | $338 | $2,844-88.1% | $2,495-86.5% | $12,270-97.2% |