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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 | $41,923 | $72,404-42.1% | $110,243-62.0% | $64,173-34.7% |
| Participation rate | 1.3% | 73.3%-72.1pp | 79.8%-78.6pp | 69.6%-68.3pp |
| Annual return | -9.31% | -6.29%-3.0pp | 314.76%-324.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $102 | $3,469-97.1% | $4,672-97.8% | $3,470-97.1% |
| Admin fee / account holder | $1,760 | $5,664-68.9% | $8,548-79.4% | $4,887-64.0% |