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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 | $23,456 | $134,001-82.5% | $112,258-79.1% | $134,509-82.6% |
| Participation rate | 9.1% | 78.6%-69.5pp | 75.1%-66.0pp | 81.2%-72.1pp |
| Annual return | -61.24% | 47.15%-108.4pp | 27.47%-88.7pp | 418.13%-479.4pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,261 | $5,291-76.2% | $4,728-73.3% | $6,400-80.3% |
| Admin fee / account holder | $10,781 | $7,491+43.9% | $6,411+68.1% | $11,427-5.7% |