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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 | $25,288 | $52,519-51.8% | $155,789-83.8% | $59,633-57.6% |
| Participation rate | 42.9% | 61.7%-18.8pp | 76.1%-33.2pp | 68.7%-25.8pp |
| Annual return | -3.81% | 53.51%-57.3pp | 71.54%-75.3pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $459 | $3,084-85.1% | $4,798-90.4% | $3,192-85.6% |
| Admin fee / account holder | $3,419 | $3,540-3.4% | $7,477-54.3% | $4,297-20.4% |