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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 | $56,202 | $72,404-22.4% | $110,243-49.0% | $64,173-12.4% |
| Participation rate | 26.9% | 73.3%-46.4pp | 79.8%-52.9pp | 69.6%-42.6pp |
| Annual return | -9.37% | -6.29%-3.1pp | 314.76%-324.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $828 | $3,469-76.1% | $4,672-82.3% | $3,470-76.1% |
| Admin fee / account holder | $2,805 | $5,664-50.5% | $8,548-67.2% | $4,887-42.6% |