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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 | $34,569 | $90,590-61.8% | $90,782-61.9% | $135,379-74.5% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.7%-39.8pp | 82.6%-39.8pp |
| Annual return | -11.45% | -3.40%-8.1pp | -3.42%-8.0pp | 519.79%-531.2pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,244 | $5,407-77.0% | $5,366-76.8% | $5,609-77.8% |
| Admin fee / account holder | $2,903 | $7,683-62.2% | $5,908-50.9% | $10,828-73.2% |