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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 | $20,481 | $142,392-85.6% | $119,622-82.9% | $134,532-84.8% |
| Participation rate | 46.7% | 82.8%-36.2pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -21.73% | -12.46%-9.3pp | -14.98%-6.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,664 | $6,467-74.3% | $5,601-70.3% | $6,401-74.0% |
| Admin fee / account holder | $500 | $13,593-96.3% | $10,328-95.2% | $11,429-95.6% |