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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 | $15,691 | $57,312-72.6% | $86,617-81.9% | $75,181-79.1% |
| Participation rate | 23.2% | 63.2%-40.0pp | 71.7%-48.5pp | 67.2%-44.0pp |
| Annual return | -70.88% | 2672.78%-2743.7pp | 591.91%-662.8pp | 160.69%-231.6pp |
| Employer contribution / active EE | $407 | $2,315-82.4% | $3,023-86.5% | $2,671-84.8% |
| Participant deferral / active EE | $680 | $3,319-79.5% | $4,437-84.7% | $4,126-83.5% |
| Admin fee / account holder | $897 | $4,114-78.2% | $5,613-84.0% | $5,650-84.1% |