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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 | $33,566 | $90,486-62.9% | $78,676-57.3% | $273,972-87.7% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | -3.07% | 75.62%-78.7pp | 62.19%-65.3pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $423 | $3,901-89.2% | $3,517-88.0% | $5,287-92.0% |
| Admin fee / account holder | $16,249 | $5,263+208.7% | $4,510+260.3% | $10,133+60.4% |