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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 | $42,368 | $109,359-61.3% | $162,171-73.9% | $72,983-41.9% |
| Participation rate | 17.9% | 84.3%-66.4pp | 87.6%-69.7pp | 69.5%-51.6pp |
| Annual return | -10.36% | 25.46%-35.8pp | 115.60%-126.0pp | 81.01%-91.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,592 | $5,481-71.0% | $7,297-78.2% | $3,608-55.9% |
| Admin fee / account holder | $26,616 | $7,972+233.9% | $10,843+145.5% | $5,124+419.4% |