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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 | $37,417 | $62,672-40.3% | $185,117-79.8% | $70,126-46.6% |
| Participation rate | 47.2% | 63.8%-16.6pp | 77.3%-30.0pp | 69.5%-22.3pp |
| Annual return | -63.05% | 40.79%-103.8pp | 40.50%-103.5pp | 73.15%-136.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,059 | $3,272-67.6% | $5,045-79.0% | $3,332-68.2% |
| Admin fee / account holder | $2,522 | $3,932-35.9% | $8,159-69.1% | $4,645-45.7% |