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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 | $11,039 | $52,353-78.9% | $120,225-90.8% | $82,448-86.6% |
| Participation rate | 6.7% | 58.3%-51.6pp | 69.6%-62.9pp | 68.1%-61.4pp |
| Annual return | -20.77% | 61.85%-82.6pp | 439.23%-460.0pp | 41.64%-62.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $142 | $2,627-94.6% | $3,999-96.4% | $4,139-96.6% |
| Admin fee / account holder | $4,176 | $4,363-4.3% | $5,696-26.7% | $7,234-42.3% |