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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 | $19,974 | $82,674-75.8% | $125,381-84.1% | $68,486-70.8% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -21.58% | -5.97%-15.6pp | 572.31%-593.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,161 | $6,111-81.0% | $7,448-84.4% | $4,028-71.2% |
| Admin fee / account holder | $11,147 | $6,277+77.6% | $10,007+11.4% | $5,404+106.3% |