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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 | $29,374 | $98,776-70.3% | $149,745-80.4% | $79,856-63.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | -65.33% | 27.38%-92.7pp | 276.72%-342.0pp | 31.71%-97.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,933 | $5,681-66.0% | $6,843-71.8% | $3,741-48.3% |
| Admin fee / account holder | $1,485 | $6,053-75.5% | $9,312-84.1% | $5,306-72.0% |