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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 | $3,169 | $36,948-91.4% | $73,658-95.7% | $87,485-96.4% |
| Participation rate | 2.8% | 46.8%-44.0pp | 57.0%-54.3pp | 68.9%-66.2pp |
| Annual return | 4.75% | 28.64%-23.9pp | 29.72%-25.0pp | 26.06%-21.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $176 | $1,379-87.2% | $2,062-91.5% | $4,274-95.9% |
| Admin fee / account holder | $13,846 | $2,531+447.1% | $3,357+312.5% | $7,775+78.1% |