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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 | $24,063 | $70,418-65.8% | $96,570-75.1% | $85,847-72.0% |
| Participation rate | 9.6% | 61.8%-52.2pp | 69.8%-60.2pp | 69.3%-59.7pp |
| Annual return | -3.61% | 18.59%-22.2pp | 37.79%-41.4pp | 318.61%-322.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $38 | $2,894-98.7% | $3,849-99.0% | $3,952-99.0% |
| Admin fee / account holder | $20,500 | $4,995+310.4% | $6,182+231.6% | $6,261+227.4% |