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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 | $25,692 | $81,331-68.4% | $155,534-83.5% | $80,935-68.3% |
| Participation rate | 4.6% | 66.3%-61.6pp | 78.2%-73.6pp | 67.7%-63.0pp |
| Annual return | -43.40% | 33.37%-76.8pp | 64.92%-108.3pp | 35.66%-79.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $134 | $3,454-96.1% | $5,630-97.6% | $4,299-96.9% |
| Admin fee / account holder | $2,294 | $7,999-71.3% | $15,900-85.6% | $6,924-66.9% |