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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 | $13,305 | $57,073-76.7% | $85,126-84.4% | $80,925-83.6% |
| Participation rate | 15.2% | 56.4%-41.2pp | 67.5%-52.4pp | 67.7%-52.5pp |
| Annual return | -97.56% | 21.69%-119.2pp | 66.63%-164.2pp | 35.65%-133.2pp |
| Employer contribution / active EE | $377 | $1,801-79.0% | $2,731-86.2% | $2,756-86.3% |
| Participant deferral / active EE | $586 | $3,113-81.2% | $4,523-87.0% | $4,299-86.4% |
| Admin fee / account holder | $2,622 | $4,988-47.4% | $6,160-57.4% | $6,940-62.2% |