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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 | $50,554-28.9% | $67,681-46.9% | $87,485-58.9% |
| Participation rate | 2.0% | 67.7%-65.8pp | 73.7%-71.8pp | 68.9%-67.0pp |
| Annual return | 6.63% | 17.81%-11.2pp | 590.58%-584.0pp | 26.06%-19.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $99 | $2,961-96.6% | $3,976-97.5% | $4,274-97.7% |
| Admin fee / account holder | $101,581 | $4,132+2358.1% | $6,100+1565.3% | $7,775+1206.5% |