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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 | $30,001 | $49,451-39.3% | $79,580-62.3% | $66,938-55.2% |
| Participation rate | 22.2% | 61.3%-39.1pp | 69.5%-47.3pp | 69.8%-47.6pp |
| Annual return | -18.77% | 84.25%-103.0pp | 0.15%-18.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,201 | $3,159-62.0% | $3,985-69.9% | $4,238-71.7% |
| Admin fee / account holder | $450 | $595-24.3% | $6,835-93.4% | $594-24.2% |