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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 | $18,298 | $80,812-77.4% | $160,784-88.6% | $82,448-77.8% |
| Participation rate | 3.6% | 66.2%-62.6pp | 77.0%-73.3pp | 68.1%-64.4pp |
| Annual return | -6.35% | 100.59%-106.9pp | 1803.92%-1810.3pp | 41.64%-48.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $260 | $4,335-94.0% | $6,293-95.9% | $4,139-93.7% |
| Admin fee / account holder | $3,052 | $7,695-60.3% | $9,717-68.6% | $7,234-57.8% |