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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 | $10,818 | $54,370-80.1% | $82,763-86.9% | $68,490-84.2% |
| Participation rate | 16.1% | 63.9%-47.8pp | 72.6%-56.4pp | 67.9%-51.8pp |
| Annual return | -20.05% | -13.67%-6.4pp | 702.45%-722.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $235 | $3,247-92.8% | $4,395-94.7% | $4,028-94.2% |
| Admin fee / account holder | $1,014 | $4,398-76.9% | $5,325-81.0% | $5,403-81.2% |