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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 | $9,762 | $73,867-86.8% | $143,770-93.2% | $68,498-85.7% |
| Participation rate | 16.0% | 66.7%-50.6pp | 80.3%-64.3pp | 67.9%-51.8pp |
| Annual return | -90.35% | 1.01%-91.4pp | -0.04%-90.3pp | -7.84%-82.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $861 | $3,384-74.6% | $5,638-84.7% | $4,027-78.6% |
| Admin fee / account holder | $378 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |