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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 | $7,836 | $58,258-86.5% | $81,820-90.4% | $80,925-90.3% |
| Participation rate | 46.4% | 63.5%-17.0pp | 72.4%-26.0pp | 67.7%-21.2pp |
| Annual return | -21.44% | 41.76%-63.2pp | 777.93%-799.4pp | 35.65%-57.1pp |
| Employer contribution / active EE | $410 | $2,345-82.5% | $2,915-85.9% | $2,756-85.1% |
| Participant deferral / active EE | $640 | $3,284-80.5% | $4,323-85.2% | $4,299-85.1% |
| Admin fee / account holder | $631 | $4,976-87.3% | $7,391-91.5% | $6,940-90.9% |