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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 | $16,238 | $117,694-86.2% | $71,755-77.4% | $134,532-87.9% |
| Participation rate | 12.5% | 68.8%-56.3pp | 62.3%-49.8pp | 81.2%-68.7pp |
| Annual return | -22.24% | 25.33%-47.6pp | 9.09%-31.3pp | 418.27%-440.5pp |
| Employer contribution / active EE | $163 | $2,523-93.6% | $1,704-90.5% | $4,741-96.6% |
| Participant deferral / active EE | $163 | $3,753-95.7% | $2,656-93.9% | $6,401-97.5% |
| Admin fee / account holder | $528 | $6,374-91.7% | $3,972-86.7% | $11,429-95.4% |