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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 | $30,609 | $100,073-69.4% | $85,126-64.0% | $145,877-79.0% |
| Participation rate | 10.5% | 74.1%-63.6pp | 67.5%-57.0pp | 80.3%-69.8pp |
| Annual return | -0.10% | 84.11%-84.2pp | 66.63%-66.7pp | 551.28%-551.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $221 | $5,294-95.8% | $4,523-95.1% | $6,691-96.7% |
| Admin fee / account holder | $8,133 | $7,261+12.0% | $6,160+32.0% | $13,402-39.3% |