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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 | $31,268 | $69,012-54.7% | $160,009-80.5% | $68,486-54.3% |
| Participation rate | 26.7% | 65.4%-38.8pp | 78.0%-51.3pp | 67.9%-41.2pp |
| Annual return | -23.60% | -9.65%-14.0pp | 408.85%-432.4pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $185 | $4,212-95.6% | $6,183-97.0% | $4,028-95.4% |
| Admin fee / account holder | $530 | $4,798-88.9% | $8,715-93.9% | $5,404-90.2% |