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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 | $14,640 | $75,832-80.7% | $147,617-90.1% | $59,633-75.5% |
| Participation rate | 16.1% | 71.6%-55.4pp | 84.6%-68.5pp | 68.7%-52.5pp |
| Annual return | -3.56% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $646 | $3,131-79.4% | $4,895-86.8% | $3,192-79.8% |
| Admin fee / account holder | $27,449 | $5,986+358.6% | $11,612+136.4% | $4,297+538.8% |