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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 | $31,105-85.7% | $53,647-91.7% | $64,097-93.1% |
| Participation rate | 2.6% | 30.7%-28.1pp | 56.3%-53.7pp | 55.2%-52.6pp |
| Annual return | -6.98% | 22.54%-29.5pp | 358.33%-365.3pp | 34.64%-41.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $15 | $896-98.3% | $1,813-99.1% | $3,080-99.5% |
| Admin fee / account holder | $3,224 | $2,195+46.9% | $2,460+31.1% | $3,454-6.7% |