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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 | $13,146 | $37,463-64.9% | $77,100-82.9% | $66,949-80.4% |
| Participation rate | 8.2% | 52.9%-44.7pp | 67.9%-59.7pp | 69.8%-61.6pp |
| Annual return | -26.58% | -3.25%-23.3pp | 42.35%-68.9pp | 1.57%-28.1pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $512 | $2,621-80.5% | $4,430-88.4% | $4,239-87.9% |
| Admin fee / account holder | $1,005 | $568+76.9% | $5,443-81.5% | $594+69.2% |