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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 | $2,370 | $27,936-91.5% | $58,561-96.0% | $75,173-96.8% |
| Participation rate | 6.0% | 38.8%-32.8pp | 50.9%-44.9pp | 67.2%-61.2pp |
| Annual return | 6.31% | 44.21%-37.9pp | 4251.33%-4245.0pp | 160.72%-154.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $127 | $1,202-89.4% | $1,923-93.4% | $4,126-96.9% |
| Admin fee / account holder | $4,159 | $1,727+140.8% | $2,520+65.0% | $5,651-26.4% |