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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 | $38,710 | $58,493-33.8% | $84,023-53.9% | $72,976-47.0% |
| Participation rate | 48.5% | 61.2%-12.7pp | 69.0%-20.5pp | 69.5%-21.0pp |
| Annual return | -32.70% | 28.93%-61.6pp | 71.32%-104.0pp | 81.02%-113.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,048 | $2,394-56.2% | $3,239-67.7% | $3,608-71.0% |
| Admin fee / account holder | $13,347 | $4,569+192.1% | $6,102+118.7% | $5,124+160.5% |