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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 | $9,527 | $28,109-66.1% | $71,086-86.6% | $56,287-83.1% |
| Participation rate | 29.1% | 40.4%-11.3pp | 54.7%-25.5pp | 69.9%-40.7pp |
| Annual return | -10.68% | -615.05%+604.4pp | 650.59%-661.3pp | -9.96%-0.7pp |
| Employer contribution / active EE | $218 | $558-61.0% | $1,088-80.0% | $2,111-89.7% |
| Participant deferral / active EE | $272 | $1,116-75.6% | $1,874-85.5% | $3,350-91.9% |
| Admin fee / account holder | $1,281 | $585+119.2% | $3,082-58.4% | $521+146.0% |