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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 | $25,983 | $45,566-43.0% | $64,105-59.5% | $59,633-56.4% |
| Participation rate | 43.3% | 60.2%-16.9pp | 68.2%-24.9pp | 68.7%-25.4pp |
| Annual return | -3.16% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $467 | $2,057-77.3% | $2,822-83.5% | $3,192-85.4% |
| Admin fee / account holder | $11,468 | $3,268+251.0% | $4,499+154.9% | $4,297+166.9% |