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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 | $19,227 | $82,674-76.7% | $125,381-84.7% | $68,486-71.9% |
| Participation rate | 22.0% | 75.1%-53.1pp | 82.4%-60.4pp | 67.9%-45.9pp |
| Annual return | -24.40% | -5.97%-18.4pp | 572.31%-596.7pp | -7.85%-16.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,029 | $6,111-66.8% | $7,448-72.8% | $4,028-49.6% |
| Admin fee / account holder | $1,187 | $6,277-81.1% | $10,007-88.1% | $5,404-78.0% |