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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 | $45,222 | $82,678-45.3% | $125,391-63.9% | $68,490-34.0% |
| Participation rate | 21.3% | 75.1%-53.8pp | 82.4%-61.1pp | 67.9%-46.6pp |
| Annual return | -20.81% | -5.97%-14.8pp | 572.41%-593.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,198 | $6,111-80.4% | $7,448-83.9% | $4,028-70.3% |
| Admin fee / account holder | $2,012 | $6,277-67.9% | $10,009-79.9% | $5,403-62.8% |