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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 | $35,988 | $82,028-56.1% | $123,105-70.8% | $59,633-39.7% |
| Participation rate | 7.5% | 83.2%-75.7pp | 86.8%-79.3pp | 68.7%-61.2pp |
| Annual return | -23.89% | 5.12%-29.0pp | 13.22%-37.1pp | 2041.45%-2065.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $735 | $4,667-84.2% | $6,229-88.2% | $3,192-77.0% |
| Admin fee / account holder | $6,370 | $5,879+8.4% | $9,014-29.3% | $4,297+48.2% |