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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 | $19,065 | $79,449-76.0% | $189,575-89.9% | $85,847-77.8% |
| Participation rate | 5.7% | 66.0%-60.3pp | 78.4%-72.7pp | 69.3%-63.6pp |
| Annual return | -51.38% | 18.45%-69.8pp | 64.19%-115.6pp | 318.61%-370.0pp |
| Employer contribution / active EE | $462 | $2,081-77.8% | $4,412-89.5% | $2,565-82.0% |
| Participant deferral / active EE | $927 | $4,051-77.1% | $6,174-85.0% | $3,952-76.6% |
| Admin fee / account holder | $62,267 | $5,377+1058.0% | $9,806+535.0% | $6,261+894.6% |