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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 | $5,076 | $27,936-81.8% | $58,561-91.3% | $75,173-93.2% |
| Participation rate | 9.1% | 38.8%-29.8pp | 50.9%-41.8pp | 67.2%-58.1pp |
| Annual return | -8.58% | 44.21%-52.8pp | 4251.33%-4259.9pp | 160.72%-169.3pp |
| Employer contribution / active EE | $111 | $670-83.4% | $1,053-89.4% | $2,671-95.8% |
| Participant deferral / active EE | $188 | $1,202-84.3% | $1,923-90.2% | $4,126-95.4% |
| Admin fee / account holder | $847 | $1,727-50.9% | $2,520-66.4% | $5,651-85.0% |