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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 | $2,338 | $29,319-92.0% | $52,425-95.5% | $82,448-97.2% |
| Participation rate | 2.4% | 46.9%-44.4pp | 55.6%-53.2pp | 68.1%-65.6pp |
| Annual return | 10.92% | 535.20%-524.3pp | 302.12%-291.2pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $235 | $1,171-79.9% | $1,790-86.9% | $4,139-94.3% |
| Admin fee / account holder | $35,732 | $1,962+1721.1% | $2,495+1332.2% | $7,234+393.9% |