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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 | $26,194 | $55,902-53.1% | $76,030-65.5% | $80,959-67.6% |
| Participation rate | 1.9% | 62.1%-60.1pp | 69.1%-67.1pp | 67.7%-65.7pp |
| Annual return | -34.12% | 20.59%-54.7pp | 361.54%-395.7pp | 35.67%-69.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $892 | $3,051-70.8% | $4,257-79.0% | $4,300-79.3% |
| Admin fee / account holder | $8,327 | $5,239+58.9% | $6,421+29.7% | $6,925+20.2% |