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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 | $58,275-86.6% | $81,844-90.4% | $80,935-90.3% |
| Participation rate | 46.4% | 63.5%-17.0pp | 72.4%-26.0pp | 67.7%-21.2pp |
| Annual return | -21.44% | 41.82%-63.3pp | 778.87%-800.3pp | 35.66%-57.1pp |
| Employer contribution / active EE | $410 | $2,346-82.5% | $2,916-86.0% | $2,757-85.1% |
| Participant deferral / active EE | $640 | $3,285-80.5% | $4,323-85.2% | $4,299-85.1% |
| Admin fee / account holder | $631 | $4,749-86.7% | $7,355-91.4% | $6,924-90.9% |