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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 | $19,108 | $93,064-79.5% | $74,577-74.4% | $273,972-93.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | -29.67% | 26.18%-55.9pp | 20.47%-50.1pp | 41.46%-71.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $78 | $4,160-98.1% | $3,458-97.7% | $5,287-98.5% |
| Admin fee / account holder | $13,841 | $5,273+162.5% | $4,138+234.5% | $10,133+36.6% |