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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 | $58,724 | $117,895-50.2% | $102,460-42.7% | $145,897-59.7% |
| Participation rate | 16.7% | 78.6%-62.0pp | 76.5%-59.8pp | 80.3%-63.6pp |
| Annual return | -1.26% | 31.92%-33.2pp | 29.47%-30.7pp | 552.29%-553.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,567 | $5,736-72.7% | $5,056-69.0% | $6,689-76.6% |
| Admin fee / account holder | $22,571 | $13,353+69.0% | $9,460+138.6% | $13,390+68.6% |