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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 | $49,154 | $47,977+2.5% | $154,108-68.1% | $56,289-12.7% |
| Participation rate | 1.0% | 66.2%-65.2pp | 83.0%-82.1pp | 69.9%-68.9pp |
| Annual return | -10.29% | 3.54%-13.8pp | 735.21%-745.5pp | -9.96%-0.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $174 | $2,392-92.7% | $5,081-96.6% | $3,350-94.8% |
| Admin fee / account holder | $667 | $438+52.2% | $13,411-95.0% | $521+28.0% |