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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 | $36,948-92.6% | $73,658-96.3% | $87,485-96.9% |
| Participation rate | 1.9% | 46.8%-44.9pp | 57.0%-55.1pp | 68.9%-67.0pp |
| Annual return | 5.88% | 28.64%-22.8pp | 29.72%-23.8pp | 26.06%-20.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $46 | $1,379-96.7% | $2,062-97.8% | $4,274-98.9% |
| Admin fee / account holder | $5,722 | $2,531+126.1% | $3,357+70.5% | $7,775-26.4% |