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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 | $18,349 | $45,126-59.3% | $85,187-78.5% | $74,459-75.4% |
| Participation rate | 3.8% | 49.4%-45.5pp | 67.5%-63.7pp | 67.2%-63.4pp |
| Annual return | -2.98% | 26.30%-29.3pp | 66.67%-69.6pp | 1369.70%-1372.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $326 | $2,738-88.1% | $4,525-92.8% | $4,350-92.5% |
| Admin fee / account holder | $3,945 | $2,212+78.3% | $6,162-36.0% | $1,945+102.8% |