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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 | $18,656 | $35,183-47.0% | $73,545-74.6% | $70,124-73.4% |
| Participation rate | 16.7% | 42.9%-26.3pp | 54.9%-38.3pp | 69.5%-52.9pp |
| Annual return | -45.12% | 26.90%-72.0pp | -15.16%-30.0pp | 73.14%-118.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $270 | $1,220-77.9% | $1,806-85.0% | $3,332-91.9% |
| Admin fee / account holder | $644 | $2,302-72.0% | $2,320-72.2% | $4,645-86.1% |