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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 | $12,351 | $49,177-74.9% | $79,467-84.5% | $64,173-80.8% |
| Participation rate | 7.7% | 65.0%-57.3pp | 73.3%-65.7pp | 69.6%-61.9pp |
| Annual return | -13.35% | -1.16%-12.2pp | 718.30%-731.7pp | 7.63%-21.0pp |
| Employer contribution / active EE | $227 | $2,076-89.1% | $2,800-91.9% | $2,381-90.5% |
| Participant deferral / active EE | $473 | $2,821-83.2% | $3,704-87.2% | $3,470-86.4% |
| Admin fee / account holder | $3,595 | $3,839-6.4% | $5,104-29.6% | $4,887-26.4% |