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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 | $9,174 | $54,355-83.1% | $82,744-88.9% | $68,486-86.6% |
| Participation rate | 20.0% | 63.9%-43.9pp | 72.6%-52.6pp | 67.9%-47.9pp |
| Annual return | -37.99% | -13.67%-24.3pp | 702.22%-740.2pp | -7.85%-30.1pp |
| Employer contribution / active EE | $794 | $2,219-64.2% | $3,008-73.6% | $2,597-69.4% |
| Participant deferral / active EE | $856 | $3,246-73.6% | $4,395-80.5% | $4,028-78.8% |
| Admin fee / account holder | $976 | $4,397-77.8% | $5,325-81.7% | $5,404-81.9% |