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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 | $41,989 | $56,197-25.3% | $67,652-37.9% | $59,633-29.6% |
| Participation rate | 40.0% | 71.5%-31.5pp | 75.7%-35.7pp | 68.7%-28.7pp |
| Annual return | -2.47% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $857 | $2,844-69.9% | $3,560-75.9% | $3,192-73.1% |
| Admin fee / account holder | $1,862 | $3,958-52.9% | $4,821-61.4% | $4,297-56.7% |