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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 | $40,199 | $99,995-59.8% | $85,063-52.7% | $145,978-72.5% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.0pp |
| Annual return | -20.07% | 83.99%-104.1pp | 66.54%-86.6pp | 550.52%-570.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $274 | $5,295-94.8% | $4,523-94.0% | $6,690-95.9% |
| Admin fee / account holder | $1,900 | $7,255-73.8% | $6,155-69.1% | $13,400-85.8% |