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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 | $18,338 | $47,479-61.4% | $62,929-70.9% | $82,448-77.8% |
| Participation rate | 4.3% | 66.9%-62.6pp | 73.1%-68.9pp | 68.1%-63.8pp |
| Annual return | 11.56% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $90 | $2,870-96.9% | $3,888-97.7% | $4,139-97.8% |
| Admin fee / account holder | $23,392 | $3,804+515.0% | $5,065+361.9% | $7,234+223.3% |