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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,260 | $76,608-98.4% | $56,077-97.8% | $145,877-99.1% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 1.47% | 3009.59%-3008.1pp | 1709.28%-1707.8pp | 551.28%-549.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $559 | $2,624-78.7% | $1,954-71.4% | $6,691-91.6% |
| Admin fee / account holder | $502 | $3,325-84.9% | $2,825-82.2% | $13,402-96.3% |