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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 | $28,761 | $47,977-40.1% | $154,114-81.3% | $56,287-48.9% |
| Participation rate | 8.1% | 66.2%-58.1pp | 83.0%-74.9pp | 69.9%-61.7pp |
| Annual return | -7.82% | 3.54%-11.4pp | 735.16%-743.0pp | -9.96%+2.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $326 | $2,392-86.4% | $5,081-93.6% | $3,350-90.3% |
| Admin fee / account holder | $556 | $438+27.0% | $13,411-95.9% | $521+6.8% |