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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 | $3,786 | $76,608-95.1% | $56,077-93.2% | $145,877-97.4% |
| Participation rate | 17.6% | 63.2%-45.6pp | 52.5%-34.9pp | 80.3%-62.7pp |
| Annual return | 0.73% | 3009.59%-3008.9pp | 1709.28%-1708.5pp | 551.28%-550.6pp |
| Employer contribution / active EE | $370 | $1,382-73.2% | $1,040-64.5% | $4,663-92.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $120,696 | $3,325+3529.9% | $2,825+4172.6% | $13,402+800.6% |