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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 | $24,983 | $54,370-54.1% | $82,763-69.8% | $68,490-63.5% |
| Participation rate | 7.8% | 63.9%-56.1pp | 72.6%-64.8pp | 67.9%-60.1pp |
| Annual return | -21.69% | -13.67%-8.0pp | 702.45%-724.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $284 | $2,219-87.2% | $3,008-90.6% | $2,597-89.1% |
| Participant deferral / active EE | $353 | $3,247-89.1% | $4,395-92.0% | $4,028-91.2% |
| Admin fee / account holder | $1,048 | $4,398-76.2% | $5,325-80.3% | $5,403-80.6% |