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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 | $10,425 | $73,848-85.9% | $143,799-92.8% | $68,486-84.8% |
| Participation rate | 38.5% | 66.7%-28.2pp | 80.3%-41.9pp | 67.9%-29.4pp |
| Annual return | -45.07% | 0.91%-46.0pp | -0.04%-45.0pp | -7.85%-37.2pp |
| Employer contribution / active EE | $612 | $3,184-80.8% | $4,952-87.6% | $2,597-76.4% |
| Participant deferral / active EE | $568 | $3,385-83.2% | $5,638-89.9% | $4,028-85.9% |
| Admin fee / account holder | $1,102 | $5,755-80.9% | $14,677-92.5% | $5,404-79.6% |