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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 | $17,616 | $78,690-77.6% | $161,489-89.1% | $87,485-79.9% |
| Participation rate | 1.9% | 67.5%-65.6pp | 78.7%-76.8pp | 68.9%-67.0pp |
| Annual return | 7.48% | 32.74%-25.3pp | 89.72%-82.2pp | 26.06%-18.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $723 | $3,311-78.2% | $5,630-87.2% | $4,274-83.1% |
| Admin fee / account holder | $23,128 | $6,724+244.0% | $16,006+44.5% | $7,775+197.5% |