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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 | $35,953 | $47,479-24.3% | $62,929-42.9% | $82,448-56.4% |
| Participation rate | 2.0% | 66.9%-64.9pp | 73.1%-71.2pp | 68.1%-66.1pp |
| Annual return | 6.63% | 20.34%-13.7pp | 1063.93%-1057.3pp | 41.64%-35.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $99 | $2,870-96.5% | $3,888-97.4% | $4,139-97.6% |
| Admin fee / account holder | $101,581 | $3,804+2570.6% | $5,065+1905.7% | $7,234+1304.1% |