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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 | $9,446 | $37,446-74.8% | $77,513-87.8% | $79,852-88.2% |
| Participation rate | 17.6% | 41.5%-23.9pp | 54.2%-36.5pp | 69.6%-52.0pp |
| Annual return | -6.59% | 39.76%-46.4pp | 54.81%-61.4pp | 31.72%-38.3pp |
| Employer contribution / active EE | $120 | $637-81.2% | $987-87.9% | $2,471-95.2% |
| Participant deferral / active EE | $171 | $1,261-86.5% | $1,861-90.8% | $3,740-95.4% |
| Admin fee / account holder | $22,572 | $2,506+800.7% | $2,859+689.5% | $5,306+325.4% |