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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 | $44,718 | $82,678-45.9% | $125,391-64.3% | $68,490-34.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -21.68% | -5.97%-15.7pp | 572.41%-594.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,691 | $6,111-72.3% | $7,448-77.3% | $4,028-58.0% |
| Admin fee / account holder | $706 | $6,277-88.8% | $10,009-92.9% | $5,403-86.9% |