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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 | $43,335 | $113,941-62.0% | $94,229-54.0% | $125,389-65.4% |
| Participation rate | 27.8% | 82.9%-55.1pp | 78.8%-51.0pp | 83.2%-55.4pp |
| Annual return | -3.67% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $717 | $5,179-86.2% | $4,320-83.4% | $5,352-86.6% |
| Admin fee / account holder | $1,749 | $8,392-79.2% | $6,269-72.1% | $9,541-81.7% |