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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 | $2,258 | $70,366-96.8% | $66,674-96.6% | $138,895-98.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | -0.75% | 386.41%-387.2pp | 321.24%-322.0pp | 145.39%-146.1pp |
| Employer contribution / active EE | $1,163 | $2,765-57.9% | $2,620-55.6% | $4,194-72.3% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $40,581 | $5,262+671.1% | $5,098+696.0% | $12,562+223.0% |