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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 | $8,610 | $27,639-68.8% | $61,501-86.0% | $68,490-87.4% |
| Participation rate | 2.5% | 39.5%-37.0pp | 52.6%-50.1pp | 67.9%-65.4pp |
| Annual return | -58.17% | -13.19%-45.0pp | 339.04%-397.2pp | -7.85%-50.3pp |
| Employer contribution / active EE | $96 | $696-86.2% | $1,160-91.7% | $2,597-96.3% |
| Participant deferral / active EE | $161 | $1,264-87.3% | $2,125-92.4% | $4,028-96.0% |
| Admin fee / account holder | $2,446 | $2,012+21.5% | $2,132+14.7% | $5,403-54.7% |