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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 | $33,278 | $45,152-26.3% | $73,835-54.9% | $59,633-44.2% |
| Participation rate | 16.7% | 64.0%-47.4pp | 73.4%-56.8pp | 68.7%-52.0pp |
| Annual return | -2.78% | 27.40%-30.2pp | 2268.13%-2270.9pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $387 | $2,573-85.0% | $3,583-89.2% | $3,192-87.9% |
| Admin fee / account holder | $1,316 | $3,515-62.6% | $4,880-73.0% | $4,297-69.4% |