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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 | $14,975 | $48,053-68.8% | $84,628-82.3% | $72,975-79.5% |
| Participation rate | 22.7% | 57.6%-34.9pp | 68.2%-45.5pp | 69.5%-46.8pp |
| Annual return | -4.21% | 37.39%-41.6pp | 258.80%-263.0pp | 81.01%-85.2pp |
| Employer contribution / active EE | $493 | $1,602-69.2% | $2,653-81.4% | $2,440-79.8% |
| Participant deferral / active EE | $760 | $2,681-71.6% | $3,900-80.5% | $3,608-78.9% |
| Admin fee / account holder | $9,291 | $3,395+173.6% | $4,914+89.1% | $5,124+81.3% |