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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 | $15,113 | $81,276-81.4% | $155,574-90.3% | $80,925-81.3% |
| Participation rate | 8.0% | 66.2%-58.2pp | 78.2%-70.2pp | 67.7%-59.7pp |
| Annual return | -54.24% | 33.36%-87.6pp | 64.87%-119.1pp | 35.65%-89.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $259 | $3,453-92.5% | $5,629-95.4% | $4,299-94.0% |
| Admin fee / account holder | $14,652 | $7,993+83.3% | $15,914-7.9% | $6,940+111.1% |