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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 | $41,233 | $67,214-38.7% | $61,491-32.9% | $134,545-69.4% |
| Participation rate | 18.2% | 83.7%-65.5pp | 79.3%-61.1pp | 81.2%-63.1pp |
| Annual return | -22.49% | -12.08%-10.4pp | -12.98%-9.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $159 | $6,103-97.4% | $5,188-96.9% | $6,401-97.5% |
| Admin fee / account holder | $867 | $4,610-81.2% | $4,312-79.9% | $11,431-92.4% |