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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 | $23,808 | $111,878-78.7% | $93,727-74.6% | $145,897-83.7% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | -3.55% | 204.28%-207.8pp | 133.83%-137.4pp | 552.29%-555.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $866 | $4,920-82.4% | $4,417-80.4% | $6,689-87.1% |
| Admin fee / account holder | $2,858 | $10,256-72.1% | $8,292-65.5% | $13,390-78.7% |