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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 | $7,733 | $92,684-91.7% | $82,706-90.7% | $134,509-94.3% |
| Participation rate | 10.0% | 75.2%-65.2pp | 72.6%-62.6pp | 81.2%-71.2pp |
| Annual return | -21.16% | 945.84%-967.0pp | 701.76%-722.9pp | 418.13%-439.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $327 | $4,800-93.2% | $4,394-92.6% | $6,400-94.9% |
| Admin fee / account holder | $1,565 | $5,982-73.8% | $5,329-70.6% | $11,427-86.3% |