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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 | $29,973 | $54,541-45.0% | $78,778-62.0% | $70,126-57.3% |
| Participation rate | 7.4% | 60.8%-53.4pp | 69.2%-61.8pp | 69.5%-62.1pp |
| Annual return | -48.90% | 21.07%-70.0pp | 35.62%-84.5pp | 73.15%-122.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $865 | $2,210-60.9% | $2,958-70.8% | $3,332-74.1% |
| Admin fee / account holder | $11,330 | $3,709+205.5% | $5,134+120.7% | $4,645+143.9% |