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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 | $14,713 | $102,595-85.7% | $94,057-84.4% | $154,746-90.5% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | -68.86% | 583.42%-652.3pp | 480.62%-549.5pp | 172.34%-241.2pp |
| Employer contribution / active EE | $362 | $3,147-88.5% | $2,933-87.7% | $4,379-91.7% |
| Participant deferral / active EE | $905 | $5,118-82.3% | $4,709-80.8% | $6,730-86.6% |
| Admin fee / account holder | $6,297 | $7,736-18.6% | $7,244-13.1% | $14,365-56.2% |