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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 | $21,615 | $45,566-52.6% | $64,105-66.3% | $59,633-63.8% |
| Participation rate | 13.2% | 60.2%-47.0pp | 68.2%-55.0pp | 68.7%-55.5pp |
| Annual return | -2.90% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $127 | $2,057-93.8% | $2,822-95.5% | $3,192-96.0% |
| Admin fee / account holder | $445 | $3,268-86.4% | $4,499-90.1% | $4,297-89.6% |