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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 | $18,673 | $133,981-86.1% | $112,249-83.4% | $134,532-86.1% |
| Participation rate | 22.7% | 78.6%-55.8pp | 75.1%-52.3pp | 81.2%-58.5pp |
| Annual return | -24.24% | 47.16%-71.4pp | 27.48%-51.7pp | 418.27%-442.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,216 | $5,292-77.0% | $4,729-74.3% | $6,401-81.0% |
| Admin fee / account holder | $2,976 | $7,492-60.3% | $6,412-53.6% | $11,429-74.0% |