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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 | $8,546 | $45,872-81.4% | $77,096-88.9% | $68,486-87.5% |
| Participation rate | 4.0% | 55.9%-51.9pp | 67.9%-63.9pp | 67.9%-63.9pp |
| Annual return | -20.39% | 1.73%-22.1pp | 42.35%-62.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $290 | $2,963-90.2% | $4,429-93.5% | $4,028-92.8% |
| Admin fee / account holder | $5,718 | $3,041+88.0% | $5,428+5.3% | $5,404+5.8% |