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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 | $14,733 | $41,854-64.8% | $73,836-80.0% | $52,331-71.8% |
| Participation rate | 13.0% | 66.2%-53.3pp | 73.4%-60.5pp | 68.1%-55.1pp |
| Annual return | -2.79% | 2.11%-4.9pp | 2268.06%-2270.8pp | 4.54%-7.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $316 | $2,498-87.4% | $3,583-91.2% | $3,022-89.5% |
| Admin fee / account holder | $427 | $493-13.2% | $4,882-91.2% | $592-27.7% |