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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 | $10,739 | $93,117-88.5% | $77,096-86.1% | $134,532-92.0% |
| Participation rate | 4.3% | 74.5%-70.1pp | 67.9%-63.6pp | 81.2%-76.9pp |
| Annual return | -22.65% | 62.67%-85.3pp | 42.35%-65.0pp | 418.27%-440.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $151 | $5,241-97.1% | $4,429-96.6% | $6,401-97.6% |
| Admin fee / account holder | $535 | $6,948-92.3% | $5,428-90.2% | $11,429-95.3% |