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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 | $32,811 | $47,977-31.6% | $154,114-78.7% | $56,287-41.7% |
| Participation rate | 5.2% | 66.2%-61.0pp | 83.0%-77.8pp | 69.9%-64.6pp |
| Annual return | -7.72% | 3.54%-11.3pp | 735.16%-742.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $352 | $2,392-85.3% | $5,081-93.1% | $3,350-89.5% |
| Admin fee / account holder | $8,045 | $438+1735.8% | $13,411-40.0% | $521+1444.3% |