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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 | $8,441 | $27,639-69.5% | $61,501-86.3% | $68,490-87.7% |
| Participation rate | 7.8% | 39.5%-31.7pp | 52.6%-44.7pp | 67.9%-60.1pp |
| Annual return | -21.40% | -13.19%-8.2pp | 339.04%-360.4pp | -7.85%-13.5pp |
| Employer contribution / active EE | $200 | $696-71.3% | $1,160-82.8% | $2,597-92.3% |
| Participant deferral / active EE | $259 | $1,264-79.5% | $2,125-87.8% | $4,028-93.6% |
| Admin fee / account holder | $726 | $2,012-63.9% | $2,132-65.9% | $5,403-86.6% |