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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 | $46,445 | $124,346-62.6% | $111,308-58.3% | $167,536-72.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | -0.30% | 37.45%-37.8pp | 54.67%-55.0pp | 478.82%-479.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $286 | $5,182-94.5% | $4,487-93.6% | $6,342-95.5% |
| Admin fee / account holder | $1,290 | $10,621-87.9% | $7,965-83.8% | $12,315-89.5% |