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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 | $17,546 | $75,962-76.9% | $154,108-88.6% | $64,173-72.7% |
| Participation rate | 7.2% | 70.4%-63.2pp | 83.0%-75.8pp | 69.6%-62.3pp |
| Annual return | -13.05% | 30.32%-43.4pp | 735.21%-748.3pp | 7.63%-20.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $299 | $3,175-90.6% | $5,081-94.1% | $3,470-91.4% |
| Admin fee / account holder | $1,468 | $5,589-73.7% | $13,411-89.1% | $4,887-70.0% |