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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 | $37,959 | $57,352-33.8% | $83,830-54.7% | $64,173-40.8% |
| Participation rate | 9.8% | 68.6%-58.8pp | 76.1%-66.3pp | 69.6%-59.8pp |
| Annual return | -10.04% | 11.38%-21.4pp | 850.97%-861.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $866 | $2,993-71.1% | $4,082-78.8% | $3,470-75.0% |
| Admin fee / account holder | $324 | $4,046-92.0% | $5,479-94.1% | $4,887-93.4% |