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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 | $30,732-51.8% | $59,496-75.1% | $59,633-75.1% |
| Participation rate | 15.6% | 43.2%-27.6pp | 54.6%-38.9pp | 68.7%-53.0pp |
| Annual return | -4.61% | 4.47%-9.1pp | 182.05%-186.7pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $182 | $631-71.1% | $1,153-84.2% | $2,203-91.7% |
| Participant deferral / active EE | $270 | $1,183-77.2% | $1,829-85.3% | $3,192-91.5% |
| Admin fee / account holder | $2,440 | $2,136+14.2% | $2,232+9.3% | $4,297-43.2% |