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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 | $20,625 | $45,872-55.0% | $77,096-73.2% | $68,486-69.9% |
| Participation rate | 10.3% | 55.9%-45.7pp | 67.9%-57.7pp | 67.9%-57.6pp |
| Annual return | -77.15% | 1.73%-78.9pp | 42.35%-119.5pp | -7.85%-69.3pp |
| Employer contribution / active EE | $338 | $1,650-79.5% | $2,814-88.0% | $2,597-87.0% |
| Participant deferral / active EE | $696 | $2,963-76.5% | $4,429-84.3% | $4,028-82.7% |
| Admin fee / account holder | $5,017 | $3,041+65.0% | $5,428-7.6% | $5,404-7.2% |