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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 | $12,452 | $182,442-93.2% | $163,379-92.4% | $138,895-91.0% |
| Participation rate | 7.1% | 79.8%-72.6pp | 76.8%-69.7pp | 79.9%-72.8pp |
| Annual return | -12.70% | 72.74%-85.4pp | 63.41%-76.1pp | 145.39%-158.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $63 | $6,817-99.1% | $6,282-99.0% | $6,396-99.0% |
| Admin fee / account holder | $3,609 | $10,396-65.3% | $9,818-63.2% | $12,562-71.3% |