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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 | $13,634 | $102,638-86.7% | $81,982-83.4% | $158,982-91.4% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | -12.55% | 61.05%-73.6pp | 41.31%-53.9pp | 302.99%-315.5pp |
| Employer contribution / active EE | $450 | $3,241-86.1% | $2,498-82.0% | $4,763-90.6% |
| Participant deferral / active EE | $450 | $4,649-90.3% | $3,722-87.9% | $5,983-92.5% |
| Admin fee / account holder | $37,778 | $8,237+358.6% | $5,665+566.9% | $11,252+235.8% |