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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 | $53,710 | $133,467-59.8% | $75,784-29.1% | - |
| Participation rate | 5.1% | 60.6%-55.5pp | 75.8%-70.8pp | - |
| Annual return | -15.88% | -2.40%-13.5pp | 9.68%-25.6pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $402 | $2,196-81.7% | $3,652-89.0% | - |
| Admin fee / account holder | $8,206 | $9,890-17.0% | $5,300+54.8% | - |