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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 | $16,465 | $49,976-67.1% | $66,674-75.3% | $82,637-80.1% |
| Participation rate | 1.9% | 63.1%-61.2pp | 73.7%-71.8pp | 68.1%-66.1pp |
| Annual return | 9.80% | 39.09%-29.3pp | 321.24%-311.4pp | 53.51%-43.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $70 | $2,847-97.5% | $4,084-98.3% | $4,126-98.3% |
| Admin fee / account holder | $10,862 | $4,594+136.5% | $5,098+113.1% | $7,339+48.0% |