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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 | $7,840 | $63,703-87.7% | $93,063-91.6% | $82,448-90.5% |
| Participation rate | 3.7% | 63.8%-60.1pp | 72.1%-68.4pp | 68.1%-64.4pp |
| Annual return | -2.76% | -775.43%+772.7pp | 34.15%-36.9pp | 41.64%-44.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $127 | $2,919-95.7% | $3,958-96.8% | $4,139-96.9% |
| Admin fee / account holder | $28,952 | $5,982+384.0% | $6,033+379.9% | $7,234+300.2% |