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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 | $110,410-71.0% | $102,437-68.8% | $145,897-78.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | -3.45% | 24.85%-28.3pp | 24.95%-28.4pp | 552.29%-555.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,371 | $5,622-75.6% | $5,060-72.9% | $6,689-79.5% |
| Admin fee / account holder | $5,633 | $9,745-42.2% | $8,388-32.9% | $13,390-57.9% |