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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 | $14,734 | $75,832-80.6% | $147,617-90.0% | $59,633-75.3% |
| Participation rate | 34.6% | 71.6%-36.9pp | 84.6%-50.0pp | 68.7%-34.1pp |
| Annual return | -7.76% | 0.37%-8.1pp | 61.98%-69.7pp | 2041.45%-2049.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $463 | $3,131-85.2% | $4,895-90.6% | $3,192-85.5% |
| Admin fee / account holder | $440 | $5,986-92.7% | $11,612-96.2% | $4,297-89.8% |