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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 | $67,643 | $48,327+40.0% | $67,575+0.1% | $80,935-16.4% |
| Participation rate | 19.2% | 66.4%-47.2pp | 72.9%-53.7pp | 67.7%-48.4pp |
| Annual return | -1.48% | 18.31%-19.8pp | 3528.98%-3530.5pp | 35.66%-37.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $77 | $2,927-97.4% | $4,003-98.1% | $4,299-98.2% |
| Admin fee / account holder | $1,189 | $3,692-67.8% | $3,993-70.2% | $6,924-82.8% |