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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 | $85,430 | $32,117+166.0% | $71,089+20.2% | $64,173+33.1% |
| Participation rate | 6.3% | 42.7%-36.4pp | 54.6%-48.4pp | 69.6%-63.3pp |
| Annual return | -19.40% | -5.57%-13.8pp | 650.65%-670.0pp | 7.63%-27.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11 | $1,263-99.1% | $1,873-99.4% | $3,470-99.7% |
| Admin fee / account holder | $16,495 | $2,759+497.8% | $3,082+435.1% | $4,887+237.5% |