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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 | $18,414 | $75,832-75.7% | $147,617-87.5% | $59,633-69.1% |
| Participation rate | 23.1% | 71.6%-48.5pp | 84.6%-61.5pp | 68.7%-45.6pp |
| Annual return | -5.58% | 0.37%-6.0pp | 61.98%-67.6pp | 2041.45%-2047.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $563 | $3,131-82.0% | $4,895-88.5% | $3,192-82.4% |
| Admin fee / account holder | $1,816 | $5,986-69.7% | $11,612-84.4% | $4,297-57.7% |