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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 | $15,053 | $45,872-67.2% | $77,096-80.5% | $68,486-78.0% |
| Participation rate | 7.0% | 55.9%-48.9pp | 67.9%-60.9pp | 67.9%-60.9pp |
| Annual return | -33.31% | 1.73%-35.0pp | 42.35%-75.7pp | -7.85%-25.5pp |
| Employer contribution / active EE | $308 | $1,650-81.3% | $2,814-89.0% | $2,597-88.1% |
| Participant deferral / active EE | $512 | $2,963-82.7% | $4,429-88.4% | $4,028-87.3% |
| Admin fee / account holder | $2,308 | $3,041-24.1% | $5,428-57.5% | $5,404-57.3% |