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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 | $36,096 | $72,404-50.1% | $110,243-67.3% | $64,173-43.8% |
| Participation rate | 39.3% | 73.3%-34.1pp | 79.8%-40.5pp | 69.6%-30.3pp |
| Annual return | -8.83% | -6.29%-2.5pp | 314.76%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $835 | $3,469-75.9% | $4,672-82.1% | $3,470-75.9% |
| Admin fee / account holder | $550 | $5,664-90.3% | $8,548-93.6% | $4,887-88.8% |