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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 | $34,345 | $43,730-21.5% | $121,208-71.7% | $64,181-46.5% |
| Participation rate | 19.4% | 58.3%-39.0pp | 71.8%-52.4pp | 69.6%-50.2pp |
| Annual return | -10.67% | 68.94%-79.6pp | 16.93%-27.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $378 | $2,281-83.4% | $3,345-88.7% | $3,470-89.1% |
| Admin fee / account holder | $501 | $3,502-85.7% | $5,020-90.0% | $4,887-89.7% |