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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 | $9,398 | $61,125-84.6% | $94,057-90.0% | $87,485-89.3% |
| Participation rate | 3.3% | 64.1%-60.7pp | 73.3%-70.0pp | 68.9%-65.6pp |
| Annual return | 1.54% | 35.20%-33.7pp | 480.62%-479.1pp | 26.06%-24.5pp |
| Employer contribution / active EE | $208 | $2,136-90.3% | $2,933-92.9% | $2,596-92.0% |
| Participant deferral / active EE | $530 | $3,260-83.7% | $4,709-88.7% | $4,274-87.6% |
| Admin fee / account holder | $443,470 | $5,629+7778.8% | $7,244+6021.5% | $7,775+5604.0% |