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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 | $69,118-98.0% | $53,647-97.4% | $138,895-99.0% |
| Participation rate | 7.7% | 64.0%-56.3pp | 56.3%-48.6pp | 79.9%-72.2pp |
| Annual return | -41.61% | 248.26%-289.9pp | 358.33%-399.9pp | 145.39%-187.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16 | $2,274-99.3% | $1,813-99.1% | $6,396-99.7% |
| Admin fee / account holder | $1,068 | $2,724-60.8% | $2,460-56.6% | $12,562-91.5% |