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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 | $45,761 | $57,350-20.2% | $83,850-45.4% | $64,181-28.7% |
| Participation rate | 26.1% | 68.6%-42.5pp | 76.1%-50.1pp | 69.6%-43.5pp |
| Annual return | -51.97% | 11.38%-63.4pp | 850.92%-902.9pp | 7.63%-59.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,172 | $2,993-60.8% | $4,082-71.3% | $3,470-66.2% |
| Admin fee / account holder | $2,042 | $4,046-49.5% | $5,478-62.7% | $4,887-58.2% |