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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 | $15,948 | $52,279-69.5% | $89,414-82.2% | $79,852-80.0% |
| Participation rate | 25.7% | 57.5%-31.8pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | -6.35% | 22.16%-28.5pp | 245.50%-251.9pp | 31.72%-38.1pp |
| Employer contribution / active EE | $268 | $1,572-83.0% | $2,586-89.7% | $2,471-89.2% |
| Participant deferral / active EE | $390 | $2,740-85.8% | $3,890-90.0% | $3,740-89.6% |
| Admin fee / account holder | $15,031 | $3,356+347.8% | $4,883+207.8% | $5,306+183.3% |