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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 | $149,660 | $48,267+210.1% | $68,794+117.5% | $68,495+118.5% |
| Participation rate | 29.0% | 60.7%-31.6pp | 69.0%-40.0pp | 67.9%-38.9pp |
| Annual return | -24.24% | -12.70%-11.5pp | -6.37%-17.9pp | -7.84%-16.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $801 | $2,867-72.0% | $3,941-79.7% | $4,028-80.1% |
| Admin fee / account holder | $112,883 | $4,362+2487.6% | $4,934+2187.7% | $5,403+1989.2% |