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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 | $10,730 | $57,330-81.3% | $86,656-87.6% | $75,177-85.7% |
| Participation rate | 10.9% | 63.2%-52.3pp | 71.7%-60.8pp | 67.2%-56.3pp |
| Annual return | -6.22% | 2675.40%-2681.6pp | 593.09%-599.3pp | 160.75%-167.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9 | $3,320-99.7% | $4,439-99.8% | $4,126-99.8% |
| Admin fee / account holder | $3,948 | $4,115-4.1% | $5,619-29.7% | $5,651-30.1% |