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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 | $20,805 | $133,981-84.5% | $112,249-81.5% | $134,532-84.5% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -36.51% | 47.16%-83.7pp | 27.48%-64.0pp | 418.27%-454.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $489 | $5,292-90.8% | $4,729-89.7% | $6,401-92.4% |
| Admin fee / account holder | $2,859 | $7,492-61.8% | $6,412-55.4% | $11,429-75.0% |