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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 | $33,458 | $47,479-29.5% | $62,929-46.8% | $82,448-59.4% |
| Participation rate | 20.7% | 66.9%-46.2pp | 73.1%-52.4pp | 68.1%-47.4pp |
| Annual return | -2.78% | 20.34%-23.1pp | 1063.93%-1066.7pp | 41.64%-44.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $269 | $2,870-90.6% | $3,888-93.1% | $4,139-93.5% |
| Admin fee / account holder | $5,291 | $3,804+39.1% | $5,065+4.5% | $7,234-26.9% |