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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 | $21,200 | $211,239-90.0% | $178,528-88.1% | $145,877-85.5% |
| Participation rate | 10.0% | 80.8%-70.8pp | 77.1%-67.1pp | 80.3%-70.3pp |
| Annual return | -55.88% | 30.22%-86.1pp | 27.11%-83.0pp | 551.28%-607.2pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $654 | $6,963-90.6% | $6,278-89.6% | $6,691-90.2% |
| Admin fee / account holder | $24,103 | $12,095+99.3% | $10,419+131.3% | $13,402+79.8% |