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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 | $31,433 | $59,107-46.8% | $86,439-63.6% | $68,495-54.1% |
| Participation rate | 27.8% | 75.2%-47.5pp | 80.3%-52.6pp | 67.9%-40.1pp |
| Annual return | -20.23% | -0.23%-20.0pp | 4395.55%-4415.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,310 | $5,901-77.8% | $6,952-81.1% | $4,028-67.5% |
| Admin fee / account holder | $2,027 | $5,637-64.0% | $6,732-69.9% | $5,403-62.5% |