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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 | $45,824 | $91,537-49.9% | $130,045-64.8% | $75,173-39.0% |
| Participation rate | 34.6% | 71.5%-36.8pp | 78.5%-43.9pp | 67.2%-32.6pp |
| Annual return | 8.55% | -631.55%+640.1pp | -137.30%+145.9pp | 160.72%-152.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $734 | $4,343-83.1% | $5,820-87.4% | $4,126-82.2% |
| Admin fee / account holder | $643 | $6,780-90.5% | $10,600-93.9% | $5,651-88.6% |