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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 | $1,975 | $27,936-92.9% | $58,561-96.6% | $75,173-97.4% |
| Participation rate | 6.3% | 38.8%-32.6pp | 50.9%-44.6pp | 67.2%-61.0pp |
| Annual return | 12.18% | 44.21%-32.0pp | 4251.33%-4239.1pp | 160.72%-148.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $139 | $1,202-88.4% | $1,923-92.8% | $4,126-96.6% |
| Admin fee / account holder | $1,566 | $1,727-9.3% | $2,520-37.9% | $5,651-72.3% |