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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 | $3,184 | $29,319-89.1% | $52,425-93.9% | $82,448-96.1% |
| Participation rate | 2.1% | 46.9%-44.8pp | 55.6%-53.5pp | 68.1%-66.0pp |
| Annual return | 6.12% | 535.20%-529.1pp | 302.12%-296.0pp | 41.64%-35.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8 | $1,171-99.3% | $1,790-99.5% | $4,139-99.8% |
| Admin fee / account holder | $1,736 | $1,962-11.5% | $2,495-30.4% | $7,234-76.0% |