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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 | $15,505 | $54,355-71.5% | $82,744-81.3% | $68,486-77.4% |
| Participation rate | 53.3% | 63.9%-10.6pp | 72.6%-19.2pp | 67.9%-14.6pp |
| Annual return | -21.95% | -13.67%-8.3pp | 702.22%-724.2pp | -7.85%-14.1pp |
| Employer contribution / active EE | $398 | $2,219-82.1% | $3,008-86.8% | $2,597-84.7% |
| Participant deferral / active EE | $756 | $3,246-76.7% | $4,395-82.8% | $4,028-81.2% |
| Admin fee / account holder | $738 | $4,397-83.2% | $5,325-86.1% | $5,404-86.3% |