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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 | $16,663 | $40,278-58.6% | $80,607-79.3% | $80,149-79.2% |
| Participation rate | 5.5% | 47.5%-42.0pp | 67.0%-61.5pp | 72.9%-67.4pp |
| Annual return | 15.24% | 50.86%-35.6pp | 936.11%-920.9pp | 40.39%-25.1pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,724-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $161 | $2,696-94.0% | $4,448-96.4% | $5,015-96.8% |
| Admin fee / account holder | $436 | $210+107.2% | $5,379-91.9% | $145+200.7% |