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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 | $9,536 | $100,139-90.5% | $85,187-88.8% | $145,884-93.5% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | -14.25% | 84.15%-98.4pp | 66.67%-80.9pp | 551.85%-566.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $722 | $5,296-86.4% | $4,525-84.0% | $6,690-89.2% |
| Admin fee / account holder | $1,968 | $7,262-72.9% | $6,162-68.1% | $13,392-85.3% |