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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 | $1,380 | $67,823-98.0% | $52,425-97.4% | $137,256-99.0% |
| Participation rate | 7.7% | 63.9%-56.2pp | 55.6%-47.9pp | 80.0%-72.3pp |
| Annual return | -41.61% | 219.11%-260.7pp | 302.12%-343.7pp | 220.34%-262.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16 | $2,288-99.3% | $1,790-99.1% | $6,407-99.7% |
| Admin fee / account holder | $1,068 | $2,844-62.4% | $2,495-57.2% | $12,270-91.3% |