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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 | $6,027 | $27,936-78.4% | $58,561-89.7% | $75,173-92.0% |
| Participation rate | 7.0% | 38.8%-31.9pp | 50.9%-43.9pp | 67.2%-60.2pp |
| Annual return | -6.63% | 44.21%-50.8pp | 4251.33%-4258.0pp | 160.72%-167.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $155 | $1,202-87.1% | $1,923-92.0% | $4,126-96.2% |
| Admin fee / account holder | $792 | $1,727-54.1% | $2,520-68.6% | $5,651-86.0% |