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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 | $17,905 | $73,848-75.8% | $143,799-87.5% | $68,486-73.9% |
| Participation rate | 3.0% | 66.7%-63.6pp | 80.3%-77.3pp | 67.9%-64.9pp |
| Annual return | -20.65% | 0.91%-21.6pp | -0.04%-20.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $373 | $3,385-89.0% | $5,638-93.4% | $4,028-90.7% |
| Admin fee / account holder | $3,916 | $5,755-31.9% | $14,677-73.3% | $5,404-27.5% |