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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 | $27,982 | $167,353-83.3% | $143,797-80.5% | $134,545-79.2% |
| Participation rate | 36.8% | 84.8%-48.0pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -22.86% | 0.48%-23.3pp | -0.04%-22.8pp | 418.37%-441.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,862 | $6,447-71.1% | $5,638-67.0% | $6,401-70.9% |
| Admin fee / account holder | $1,035 | $18,096-94.3% | $14,679-92.9% | $11,431-90.9% |