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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 | $25,343 | $82,678-69.3% | $125,391-79.8% | $68,490-63.0% |
| Participation rate | 21.4% | 75.1%-53.6pp | 82.4%-61.0pp | 67.9%-46.5pp |
| Annual return | -28.25% | -5.97%-22.3pp | 572.41%-600.7pp | -7.85%-20.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,177 | $6,111-80.7% | $7,448-84.2% | $4,028-70.8% |
| Admin fee / account holder | $4,538 | $6,277-27.7% | $10,009-54.7% | $5,403-16.0% |