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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 | $13,671 | $75,962-82.0% | $154,111-91.1% | $64,173-78.7% |
| Participation rate | 40.9% | 70.4%-29.5pp | 83.0%-42.1pp | 69.6%-28.7pp |
| Annual return | -12.16% | 30.32%-42.5pp | 735.18%-747.3pp | 7.63%-19.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $647 | $3,175-79.6% | $5,081-87.3% | $3,470-81.3% |
| Admin fee / account holder | $506 | $5,589-91.0% | $13,411-96.2% | $4,887-89.7% |