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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 | $17,533 | $45,872-61.8% | $77,100-77.3% | $68,490-74.4% |
| Participation rate | 2.2% | 55.9%-53.7pp | 67.9%-65.7pp | 67.9%-65.7pp |
| Annual return | -20.29% | 1.73%-22.0pp | 42.35%-62.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $123 | $2,963-95.8% | $4,430-97.2% | $4,028-96.9% |
| Admin fee / account holder | $603 | $3,041-80.2% | $5,443-88.9% | $5,403-88.8% |