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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 | $18,951 | $50,637-62.6% | $86,582-78.1% | $62,293-69.6% |
| Participation rate | 8.8% | 67.9%-59.1pp | 73.5%-64.7pp | 69.5%-60.7pp |
| Annual return | -10.28% | 20.80%-31.1pp | 965.08%-975.4pp | 28.90%-39.2pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $370 | $2,611-85.8% | $3,609-89.8% | $3,169-88.3% |
| Admin fee / account holder | $2,119 | $413+412.8% | $4,904-56.8% | $479+342.1% |