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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 | $41,839 | $142,392-70.6% | $119,622-65.0% | $134,532-68.9% |
| Participation rate | 31.6% | 82.8%-51.2pp | 79.3%-47.7pp | 81.2%-49.7pp |
| Annual return | -20.18% | -12.46%-7.7pp | -14.98%-5.2pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,725 | $6,467-73.3% | $5,601-69.2% | $6,401-73.1% |
| Admin fee / account holder | $710 | $13,593-94.8% | $10,328-93.1% | $11,429-93.8% |