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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 | $43,405 | $82,674-47.5% | $125,381-65.4% | $68,486-36.6% |
| Participation rate | 21.3% | 75.1%-53.8pp | 82.4%-61.1pp | 67.9%-46.6pp |
| Annual return | -21.87% | -5.97%-15.9pp | 572.31%-594.2pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,511 | $6,111-58.9% | $7,448-66.3% | $4,028-37.6% |
| Admin fee / account holder | $2,883 | $6,277-54.1% | $10,007-71.2% | $5,404-46.7% |