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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 | $31,979 | $111,814-71.4% | $103,378-69.1% | $145,978-78.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | -3.45% | 24.80%-28.3pp | 24.91%-28.4pp | 550.52%-554.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,371 | $5,618-75.6% | $5,058-72.9% | $6,690-79.5% |
| Admin fee / account holder | $5,633 | $9,764-42.3% | $8,401-33.0% | $13,400-58.0% |