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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 | $19,277 | $75,832-74.6% | $147,617-86.9% | $59,633-67.7% |
| Participation rate | 22.7% | 71.6%-48.8pp | 84.6%-61.9pp | 68.7%-45.9pp |
| Annual return | -8.32% | 0.37%-8.7pp | 61.98%-70.3pp | 2041.45%-2049.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $474 | $3,131-84.8% | $4,895-90.3% | $3,192-85.1% |
| Admin fee / account holder | $2,342 | $5,986-60.9% | $11,612-79.8% | $4,297-45.5% |