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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 | $5,970 | $110,551-94.6% | $80,741-92.6% | $167,536-96.4% |
| Participation rate | 69.6% | 64.0%+5.6pp | 54.2%+15.4pp | 82.1%-12.5pp |
| Annual return | 0.18% | 120.57%-120.4pp | 87.30%-87.1pp | 478.82%-478.6pp |
| Employer contribution / active EE | $260 | $1,543-83.1% | $1,160-77.6% | $4,839-94.6% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,435 | $4,547+129.5% | $3,380+208.7% | $12,315-15.3% |