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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 | $33,458 | $55,457-39.7% | $77,361-56.8% | $94,015-64.4% |
| Participation rate | 20.7% | 69.8%-49.1pp | 75.0%-54.3pp | 70.8%-50.1pp |
| Annual return | -2.78% | 15.57%-18.3pp | 1011.54%-1014.3pp | 17.84%-20.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $269 | $3,069-91.2% | $3,911-93.1% | $4,249-93.7% |
| Admin fee / account holder | $5,291 | $4,334+22.1% | $5,894-10.2% | $8,951-40.9% |