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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 | $28,386 | $131,835-78.5% | $108,582-73.9% | $273,972-89.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 0.05% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $725 | $5,127-85.9% | $4,311-83.2% | $5,287-86.3% |
| Admin fee / account holder | $1,194 | $10,253-88.4% | $7,645-84.4% | $10,133-88.2% |