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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 | $27,503 | $91,194-69.8% | $178,486-84.6% | $79,860-65.6% |
| Participation rate | 38.5% | 69.2%-30.7pp | 81.9%-43.5pp | 69.6%-31.2pp |
| Annual return | -2.74% | 24.19%-26.9pp | 151.08%-153.8pp | 31.72%-34.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $860 | $3,236-73.4% | $5,202-83.5% | $3,740-77.0% |
| Admin fee / account holder | $16,626 | $6,751+146.3% | $13,985+18.9% | $5,306+213.3% |