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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 | $7,275 | $30,732-76.3% | $59,496-87.8% | $59,633-87.8% |
| Participation rate | 22.1% | 43.2%-21.1pp | 54.6%-32.5pp | 68.7%-46.6pp |
| Annual return | -4.83% | 4.47%-9.3pp | 182.05%-186.9pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $185 | $631-70.6% | $1,153-83.9% | $2,203-91.6% |
| Participant deferral / active EE | $204 | $1,183-82.8% | $1,829-88.9% | $3,192-93.6% |
| Admin fee / account holder | $1,763 | $2,136-17.5% | $2,232-21.0% | $4,297-59.0% |