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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 | $20,138 | $59,116-65.9% | $86,438-76.7% | $68,486-70.6% |
| Participation rate | 42.2% | 75.2%-33.0pp | 80.3%-38.1pp | 67.9%-25.7pp |
| Annual return | -19.10% | -0.23%-18.9pp | 4397.19%-4416.3pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,215 | $5,902-79.4% | $6,952-82.5% | $4,028-69.8% |
| Admin fee / account holder | $968 | $5,639-82.8% | $6,733-85.6% | $5,404-82.1% |