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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 | $4,364 | $29,051-85.0% | $52,425-91.7% | $67,986-93.6% |
| Participation rate | 2.5% | 30.4%-27.9pp | 55.6%-53.1pp | 57.2%-54.7pp |
| Annual return | 10.07% | 24.00%-13.9pp | 302.12%-292.1pp | 31.67%-21.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $23 | $873-97.3% | $1,790-98.7% | $3,358-99.3% |
| Admin fee / account holder | $1,357 | $2,113-35.8% | $2,495-45.6% | $3,203-57.6% |