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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 | $39,481 | $72,404-45.5% | $110,241-64.2% | $64,181-38.5% |
| Participation rate | 47.8% | 73.3%-25.6pp | 79.8%-32.1pp | 69.6%-21.8pp |
| Annual return | -7.99% | -6.29%-1.7pp | 314.75%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,441 | $3,469-58.5% | $4,672-69.2% | $3,470-58.5% |
| Admin fee / account holder | $1,098 | $5,664-80.6% | $8,548-87.1% | $4,887-77.5% |