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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 | $38,733 | $49,471-21.7% | $79,583-51.3% | $66,949-42.1% |
| Participation rate | 11.4% | 61.4%-50.0pp | 69.5%-58.1pp | 69.8%-58.4pp |
| Annual return | -18.89% | 84.30%-103.2pp | 0.16%-19.0pp | 1.57%-20.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $725 | $3,160-77.1% | $3,986-81.8% | $4,239-82.9% |
| Admin fee / account holder | $2,826 | $595+375.1% | $6,835-58.7% | $594+376.1% |