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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 | $58,836 | $71,230-17.4% | $93,727-37.2% | $80,959-27.3% |
| Participation rate | 13.8% | 60.4%-46.6pp | 68.7%-54.9pp | 67.7%-53.9pp |
| Annual return | -77.96% | 11.26%-89.2pp | 133.83%-211.8pp | 35.67%-113.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $354 | $4,037-91.2% | $4,417-92.0% | $4,300-91.8% |
| Admin fee / account holder | $480 | $6,961-93.1% | $8,292-94.2% | $6,925-93.1% |