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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 | $46,722 | $73,848-36.7% | $143,799-67.5% | $68,486-31.8% |
| Participation rate | 15.0% | 66.7%-51.7pp | 80.3%-65.3pp | 67.9%-52.9pp |
| Annual return | -20.42% | 0.91%-21.3pp | -0.04%-20.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $809 | $3,385-76.1% | $5,638-85.7% | $4,028-79.9% |
| Admin fee / account holder | $458 | $5,755-92.0% | $14,677-96.9% | $5,404-91.5% |