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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 | $31,287 | $32,117-2.6% | $71,086-56.0% | $64,173-51.2% |
| Participation rate | 5.0% | 42.7%-37.7pp | 54.7%-49.7pp | 69.6%-64.6pp |
| Annual return | -11.83% | -5.57%-6.3pp | 650.59%-662.4pp | 7.63%-19.5pp |
| Employer contribution / active EE | $126 | $712-82.3% | $1,088-88.4% | $2,381-94.7% |
| Participant deferral / active EE | $156 | $1,263-87.7% | $1,874-91.7% | $3,470-95.5% |
| Admin fee / account holder | $355 | $2,759-87.1% | $3,082-88.5% | $4,887-92.7% |