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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 | $2,736 | $29,319-90.7% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 1.9% | 46.9%-44.9pp | 55.6%-53.7pp | 68.1%-66.1pp |
| Annual return | 5.88% | 535.20%-529.3pp | 302.12%-296.2pp | 41.64%-35.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $46 | $1,171-96.1% | $1,790-97.4% | $4,139-98.9% |
| Admin fee / account holder | $5,722 | $1,962+191.6% | $2,495+129.3% | $7,234-20.9% |