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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 | $16,797 | $100,073-83.2% | $85,126-80.3% | $145,877-88.5% |
| Participation rate | 10.5% | 74.1%-63.6pp | 67.5%-57.0pp | 80.3%-69.8pp |
| Annual return | -33.86% | 84.11%-118.0pp | 66.63%-100.5pp | 551.28%-585.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $26 | $5,294-99.5% | $4,523-99.4% | $6,691-99.6% |
| Admin fee / account holder | $10,456 | $7,261+44.0% | $6,160+69.7% | $13,402-22.0% |