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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 | $34,251 | $73,848-53.6% | $143,799-76.2% | $68,486-50.0% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -30.23% | 0.91%-31.1pp | -0.04%-30.2pp | -7.85%-22.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14 | $3,385-99.6% | $5,638-99.8% | $4,028-99.7% |
| Admin fee / account holder | $1,673 | $5,755-70.9% | $14,677-88.6% | $5,404-69.0% |