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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 | $22,082 | $45,566-51.5% | $64,105-65.6% | $59,633-63.0% |
| Participation rate | 16.7% | 60.2%-43.5pp | 68.2%-51.5pp | 68.7%-52.0pp |
| Annual return | -6.37% | 4.95%-11.3pp | 791.24%-797.6pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $432 | $934-53.8% | $1,820-76.3% | $2,203-80.4% |
| Participant deferral / active EE | $777 | $2,057-62.2% | $2,822-72.5% | $3,192-75.6% |
| Admin fee / account holder | $6,562 | $3,268+100.8% | $4,499+45.9% | $4,297+52.7% |