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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 | $11,862 | $54,355-78.2% | $82,744-85.7% | $68,486-82.7% |
| Participation rate | 39.5% | 63.9%-24.4pp | 72.6%-33.0pp | 67.9%-28.4pp |
| Annual return | -22.90% | -13.67%-9.2pp | 702.22%-725.1pp | -7.85%-15.0pp |
| Employer contribution / active EE | $308 | $2,219-86.1% | $3,008-89.8% | $2,597-88.1% |
| Participant deferral / active EE | $865 | $3,246-73.3% | $4,395-80.3% | $4,028-78.5% |
| Admin fee / account holder | $887 | $4,397-79.8% | $5,325-83.3% | $5,404-83.6% |