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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 | $23,151 | $48,274-52.0% | $63,244-63.4% | $59,633-61.2% |
| Participation rate | 63.8% | 66.3%-2.5pp | 71.0%-7.2pp | 68.7%-4.8pp |
| Annual return | -3.30% | -240.79%+237.5pp | -70.31%+67.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $743 | $2,343-68.3% | $2,953-74.8% | $3,192-76.7% |
| Admin fee / account holder | $789 | $3,600-78.1% | $5,893-86.6% | $4,297-81.6% |