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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 | $19,242 | $52,519-63.4% | $155,789-87.6% | $59,633-67.7% |
| Participation rate | 16.7% | 61.7%-45.0pp | 76.1%-59.4pp | 68.7%-52.0pp |
| Annual return | -10.46% | 53.51%-64.0pp | 71.54%-82.0pp | 2041.45%-2051.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $471 | $3,084-84.7% | $4,798-90.2% | $3,192-85.3% |
| Admin fee / account holder | $6,203 | $3,540+75.2% | $7,477-17.0% | $4,297+44.4% |