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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 | $12,828 | $54,370-76.4% | $82,763-84.5% | $68,490-81.3% |
| Participation rate | 8.0% | 63.9%-55.9pp | 72.6%-64.6pp | 67.9%-59.9pp |
| Annual return | -19.87% | -13.67%-6.2pp | 702.45%-722.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $30 | $3,247-99.1% | $4,395-99.3% | $4,028-99.3% |
| Admin fee / account holder | $3,553 | $4,398-19.2% | $5,325-33.3% | $5,403-34.2% |