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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 | $3,179 | $27,639-88.5% | $61,501-94.8% | $68,490-95.4% |
| Participation rate | 7.1% | 39.5%-32.4pp | 52.6%-45.4pp | 67.9%-60.8pp |
| Annual return | -22.59% | -13.19%-9.4pp | 339.04%-361.6pp | -7.85%-14.7pp |
| Employer contribution / active EE | $201 | $696-71.2% | $1,160-82.7% | $2,597-92.3% |
| Participant deferral / active EE | $206 | $1,264-83.7% | $2,125-90.3% | $4,028-94.9% |
| Admin fee / account holder | $1,683 | $2,012-16.4% | $2,132-21.0% | $5,403-68.8% |