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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 | $12,129 | $32,117-62.2% | $71,086-82.9% | $64,173-81.1% |
| Participation rate | 21.4% | 42.7%-21.3pp | 54.7%-33.2pp | 69.6%-48.1pp |
| Annual return | -10.56% | -5.57%-5.0pp | 650.59%-661.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $242 | $712-66.0% | $1,088-77.7% | $2,381-89.8% |
| Participant deferral / active EE | $275 | $1,263-78.2% | $1,874-85.3% | $3,470-92.1% |
| Admin fee / account holder | $410 | $2,759-85.1% | $3,082-86.7% | $4,887-91.6% |