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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 | $24,722 | $56,197-56.0% | $67,652-63.5% | $59,633-58.5% |
| Participation rate | 44.4% | 71.5%-27.0pp | 75.7%-31.2pp | 68.7%-24.2pp |
| Annual return | -2.58% | 18508.10%-18510.7pp | 6625.40%-6628.0pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,186 | $2,844-58.3% | $3,560-66.7% | $3,192-62.9% |
| Admin fee / account holder | $1,648 | $3,958-58.4% | $4,821-65.8% | $4,297-61.7% |