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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 | $31,037 | $82,674-62.5% | $125,381-75.2% | $68,486-54.7% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.4%-52.4pp | 67.9%-37.9pp |
| Annual return | -20.80% | -5.97%-14.8pp | 572.31%-593.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $790 | $6,111-87.1% | $7,448-89.4% | $4,028-80.4% |
| Admin fee / account holder | $2,738 | $6,277-56.4% | $10,007-72.6% | $5,404-49.3% |