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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 | $29,319-89.2% | $52,425-94.0% | $82,448-96.2% |
| Participation rate | 2.8% | 46.9%-44.1pp | 55.6%-52.8pp | 68.1%-65.3pp |
| Annual return | 4.75% | 535.20%-530.5pp | 302.12%-297.4pp | 41.64%-36.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $176 | $1,171-85.0% | $1,790-90.2% | $4,139-95.7% |
| Admin fee / account holder | $13,846 | $1,962+605.7% | $2,495+455.0% | $7,234+91.4% |