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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 | $14,825 | $95,580-84.5% | $76,872-80.7% | $139,466-89.4% |
| Participation rate | 4.2% | 74.0%-69.8pp | 69.6%-65.4pp | 80.3%-76.2pp |
| Annual return | -0.61% | 55.00%-55.6pp | 37.90%-38.5pp | 373.66%-374.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15 | $4,623-99.7% | $3,832-99.6% | $6,712-99.8% |
| Admin fee / account holder | $1,959 | $8,302-76.4% | $5,476-64.2% | $11,409-82.8% |