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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 | $27,508 | $68,852-60.0% | $120,524-77.2% | $80,925-66.0% |
| Participation rate | 4.0% | 61.6%-57.6pp | 71.9%-67.9pp | 67.7%-63.7pp |
| Annual return | 9.93% | 23.67%-13.7pp | 107.36%-97.4pp | 35.65%-25.7pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $267 | $3,187-91.6% | $4,994-94.7% | $4,299-93.8% |
| Admin fee / account holder | $42,000 | $5,781+626.6% | $9,440+344.9% | $6,940+505.2% |