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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 | $13,775 | $90,614-84.8% | $76,089-81.9% | $145,877-90.6% |
| Participation rate | 29.2% | 74.5%-45.3pp | 69.1%-39.9pp | 80.3%-51.1pp |
| Annual return | -5.69% | 623.80%-629.5pp | 360.94%-366.6pp | 551.28%-557.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $448 | $5,168-91.3% | $4,259-89.5% | $6,691-93.3% |
| Admin fee / account holder | $16,981 | $8,376+102.7% | $6,418+164.6% | $13,402+26.7% |