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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 | $19,856 | $112,729-82.4% | $98,716-79.9% | $137,256-85.5% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | -1.83% | 38.48%-40.3pp | 31.81%-33.6pp | 220.34%-222.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $906 | $4,640-80.5% | $4,048-77.6% | $6,407-85.9% |
| Admin fee / account holder | $93,780 | $10,129+825.9% | $8,703+977.6% | $12,270+664.3% |