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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 | $13,710 | $67,352-79.6% | $60,899-77.5% | $134,509-89.8% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.1%-60.6pp | 81.2%-68.7pp |
| Annual return | -20.57% | 49.99%-70.6pp | 16.92%-37.5pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $597 | $4,539-86.8% | $3,817-84.4% | $6,400-90.7% |
| Admin fee / account holder | $453 | $4,585-90.1% | $3,225-86.0% | $11,427-96.0% |