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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 | $25,398 | $56,197-54.8% | $67,652-62.5% | $59,633-57.4% |
| Participation rate | 45.5% | 71.5%-26.0pp | 75.7%-30.2pp | 68.7%-23.2pp |
| Annual return | -2.99% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,116 | $2,844-60.8% | $3,560-68.7% | $3,192-65.0% |
| Admin fee / account holder | $1,847 | $3,958-53.3% | $4,821-61.7% | $4,297-57.0% |