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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 | $13,008 | $29,051-55.2% | $52,425-75.2% | $67,986-80.9% |
| Participation rate | 7.0% | 30.4%-23.5pp | 55.6%-48.7pp | 57.2%-50.3pp |
| Annual return | -58.53% | 24.00%-82.5pp | 302.12%-360.7pp | 31.67%-90.2pp |
| Employer contribution / active EE | $49 | $412-88.2% | $914-94.7% | $2,019-97.6% |
| Participant deferral / active EE | $117 | $873-86.6% | $1,790-93.4% | $3,358-96.5% |
| Admin fee / account holder | $2,555 | $2,113+21.0% | $2,495+2.4% | $3,203-20.2% |