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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 | $16,667 | $211,288-92.1% | $178,540-90.7% | $145,884-88.6% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | -10.16% | 30.27%-40.4pp | 27.15%-37.3pp | 551.85%-562.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $234 | $6,967-96.6% | $6,281-96.3% | $6,690-96.5% |
| Admin fee / account holder | $5,249 | $12,105-56.6% | $10,424-49.7% | $13,392-60.8% |