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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 | $19,654 | $61,787-68.2% | $97,197-79.8% | $80,925-75.7% |
| Participation rate | 6.3% | 63.5%-57.2pp | 72.7%-66.4pp | 67.7%-61.4pp |
| Annual return | -47.87% | -558.16%+510.3pp | 75.47%-123.3pp | 35.65%-83.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $292 | $3,027-90.4% | $4,263-93.2% | $4,299-93.2% |
| Admin fee / account holder | $18,369 | $5,170+255.3% | $5,637+225.9% | $6,940+164.7% |