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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 | $17,179 | $40,278-57.3% | $80,607-78.7% | $80,149-78.6% |
| Participation rate | 1.8% | 47.5%-45.7pp | 67.0%-65.2pp | 72.9%-71.1pp |
| Annual return | 7.59% | 50.86%-43.3pp | 936.11%-928.5pp | 40.39%-32.8pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,724-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $95 | $2,696-96.5% | $4,448-97.9% | $5,015-98.1% |
| Admin fee / account holder | $4,297 | $210+1943.2% | $5,379-20.1% | $145+2864.8% |