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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 | $9,441 | $108,695-91.3% | $74,722-87.4% | $152,897-93.8% |
| Participation rate | 20.0% | 65.4%-45.4pp | 54.5%-34.5pp | 82.5%-62.5pp |
| Annual return | -5.87% | 114.11%-120.0pp | 753.11%-759.0pp | 345.43%-351.3pp |
| Employer contribution / active EE | $16 | $1,504-98.9% | $1,084-98.5% | $4,764-99.7% |
| Participant deferral / active EE | $42 | $2,712-98.5% | $1,963-97.9% | $5,851-99.3% |
| Admin fee / account holder | $1,908 | $4,906-61.1% | $3,335-42.8% | $11,599-83.6% |