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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 | $35,458 | $82,674-57.1% | $125,381-71.7% | $68,486-48.2% |
| Participation rate | 41.2% | 75.1%-33.9pp | 82.4%-41.2pp | 67.9%-26.7pp |
| Annual return | -21.94% | -5.97%-16.0pp | 572.31%-594.2pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,156 | $6,111-64.7% | $7,448-71.0% | $4,028-46.5% |
| Admin fee / account holder | $13,821 | $6,277+120.2% | $10,007+38.1% | $5,404+155.8% |