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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 | $4,440 | $29,051-84.7% | $52,425-91.5% | $67,986-93.5% |
| Participation rate | 2.6% | 30.4%-27.9pp | 55.6%-53.0pp | 57.2%-54.6pp |
| Annual return | -6.98% | 24.00%-31.0pp | 302.12%-309.1pp | 31.67%-38.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $15 | $873-98.2% | $1,790-99.1% | $3,358-99.5% |
| Admin fee / account holder | $3,224 | $2,113+52.6% | $2,495+29.2% | $3,203+0.7% |