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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 | $11,954 | $73,839-83.8% | $143,788-91.7% | $68,495-82.5% |
| Participation rate | 14.3% | 66.7%-52.4pp | 80.3%-66.0pp | 67.9%-53.6pp |
| Annual return | -51.77% | 1.01%-52.8pp | -0.03%-51.7pp | -7.84%-43.9pp |
| Employer contribution / active EE | $686 | $3,184-78.5% | $4,952-86.1% | $2,596-73.6% |
| Participant deferral / active EE | $745 | $3,384-78.0% | $5,638-86.8% | $4,028-81.5% |
| Admin fee / account holder | $16,508 | $5,755+186.9% | $14,675+12.5% | $5,403+205.5% |