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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 | $51,658 | $73,848-30.0% | $143,799-64.1% | $68,486-24.6% |
| Participation rate | 32.5% | 66.7%-34.2pp | 80.3%-47.8pp | 67.9%-35.4pp |
| Annual return | -20.55% | 0.91%-21.5pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $624 | $3,385-81.6% | $5,638-88.9% | $4,028-84.5% |
| Admin fee / account holder | $1,164 | $5,755-79.8% | $14,677-92.1% | $5,404-78.5% |