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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 | $19,856 | $124,980-84.1% | $108,359-81.7% | $154,746-87.2% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | -1.83% | 45.00%-46.8pp | 36.89%-38.7pp | 172.34%-174.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $906 | $4,743-80.9% | $4,137-78.1% | $6,730-86.5% |
| Admin fee / account holder | $93,780 | $11,502+715.4% | $9,741+862.8% | $14,365+552.8% |