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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 | $36,960 | $91,179-59.5% | $178,499-79.3% | $79,852-53.7% |
| Participation rate | 17.2% | 69.2%-52.0pp | 81.9%-64.7pp | 69.6%-52.4pp |
| Annual return | -8.53% | 24.19%-32.7pp | 151.10%-159.6pp | 31.72%-40.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $405 | $3,236-87.5% | $5,202-92.2% | $3,740-89.2% |
| Admin fee / account holder | $6,007 | $6,749-11.0% | $13,986-57.1% | $5,306+13.2% |