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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 | $23,321 | $68,996-66.2% | $159,991-85.4% | $68,495-66.0% |
| Participation rate | 51.7% | 65.4%-13.7pp | 78.0%-26.2pp | 67.9%-16.2pp |
| Annual return | -20.47% | -9.65%-10.8pp | 408.82%-429.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,087 | $4,211-74.2% | $6,183-82.4% | $4,028-73.0% |
| Admin fee / account holder | $1,875 | $4,797-60.9% | $8,715-78.5% | $5,403-65.3% |