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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 | $13,749 | $77,638-82.3% | $156,551-91.2% | $62,881-78.1% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | -1.42% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $324 | $3,046-89.3% | $4,871-93.3% | $3,203-89.9% |
| Admin fee / account holder | $2,493 | $5,561-55.2% | $13,028-80.9% | $4,296-42.0% |