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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 | $1,329 | $67,823-98.0% | $52,425-97.5% | $137,256-99.0% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 0.24% | 219.11%-218.9pp | 302.12%-301.9pp | 220.34%-220.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $90 | $2,288-96.1% | $1,790-95.0% | $6,407-98.6% |
| Admin fee / account holder | $751 | $2,844-73.6% | $2,495-69.9% | $12,270-93.9% |