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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 | $17,500 | $53,204-67.1% | $155,556-88.8% | $200,096-91.3% |
| Participation rate | 3.5% | 64.1%-60.6pp | 78.2%-74.7pp | 72.0%-68.5pp |
| Annual return | 7.33% | 41.02%-33.7pp | 64.84%-57.5pp | 34.26%-26.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $66 | $3,163-97.9% | $5,631-98.8% | $5,090-98.7% |
| Admin fee / account holder | $4,976 | $186+2579.0% | $15,885-68.7% | $269+1748.0% |