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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 | $63,733 | $72,404-12.0% | $110,243-42.2% | $64,173-0.7% |
| Participation rate | 27.3% | 73.3%-46.1pp | 79.8%-52.5pp | 69.6%-42.3pp |
| Annual return | -11.69% | -6.29%-5.4pp | 314.76%-326.4pp | 7.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,457 | $3,469-58.0% | $4,672-68.8% | $3,470-58.0% |
| Admin fee / account holder | $2,276 | $5,664-59.8% | $8,548-73.4% | $4,887-53.4% |