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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 | $3,490 | $37,156-90.6% | $83,854-95.8% | $86,983-96.0% |
| Participation rate | 5.7% | 49.1%-43.4pp | 59.1%-53.4pp | 69.5%-63.9pp |
| Annual return | 8.55% | 29.88%-21.3pp | 31.39%-22.8pp | 25.83%-17.3pp |
| Employer contribution / active EE | $7 | $661-99.0% | $1,017-99.3% | $2,584-99.7% |
| Participant deferral / active EE | $27 | $1,418-98.1% | $2,035-98.7% | $4,194-99.3% |
| Admin fee / account holder | $11,607 | $2,510+362.5% | $3,197+263.1% | $7,856+47.8% |