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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 | $26,873 | $62,541-57.0% | $129,406-79.2% | $200,096-86.6% |
| Participation rate | 1.3% | 56.8%-55.5pp | 69.6%-68.4pp | 72.0%-70.7pp |
| Annual return | 11.63% | 16.95%-5.3pp | 9468.18%-9456.5pp | 34.26%-22.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,155-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $56 | $3,123-98.2% | $4,167-98.7% | $5,090-98.9% |
| Admin fee / account holder | $1,254 | $167+651.5% | $7,689-83.7% | $269+365.8% |