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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 | $54,466 | $105,866-48.6% | $90,766-40.0% | $134,545-59.5% |
| Participation rate | 26.3% | 78.3%-51.9pp | 75.7%-49.4pp | 81.2%-54.9pp |
| Annual return | -23.15% | -10.99%-12.2pp | -12.16%-11.0pp | 418.37%-441.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $509 | $5,217-90.2% | $4,565-88.9% | $6,401-92.1% |
| Admin fee / account holder | $6,407 | $13,938-54.0% | $8,446-24.1% | $11,431-44.0% |