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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 | $33,799 | $57,352-41.1% | $83,831-59.7% | $64,173-47.3% |
| Participation rate | 16.0% | 68.6%-52.6pp | 76.1%-60.1pp | 69.6%-53.6pp |
| Annual return | -13.52% | 11.38%-24.9pp | 850.99%-864.5pp | 7.63%-21.2pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $665 | $2,993-77.8% | $4,082-83.7% | $3,470-80.8% |
| Admin fee / account holder | $348 | $4,046-91.4% | $5,479-93.6% | $4,887-92.9% |