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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 | $55,131 | $80,992-31.9% | $96,534-42.9% | $75,173-26.7% |
| Participation rate | 36.0% | 71.8%-35.8pp | 76.0%-40.0pp | 67.2%-31.2pp |
| Annual return | -4.63% | 27.05%-31.7pp | 25.88%-30.5pp | 160.72%-165.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $402 | $3,929-89.8% | $4,851-91.7% | $4,126-90.3% |
| Admin fee / account holder | $2,783 | $6,717-58.6% | $8,253-66.3% | $5,651-50.8% |