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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 | $34,218 | $172,111-80.1% | $150,298-77.2% | $137,256-75.1% |
| Participation rate | 15.4% | 81.7%-66.3pp | 77.8%-62.4pp | 80.0%-64.6pp |
| Annual return | -2.39% | 69.37%-71.8pp | 62.79%-65.2pp | 220.34%-222.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $321 | $6,166-94.8% | $5,453-94.1% | $6,407-95.0% |
| Admin fee / account holder | $31,531 | $16,471+91.4% | $14,116+123.4% | $12,270+157.0% |