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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 | $56,509 | $131,835-57.1% | $108,582-48.0% | $273,972-79.4% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.6%-37.9pp | 83.0%-41.3pp |
| Annual return | 1.37% | -91.57%+92.9pp | -51.70%+53.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $931 | $5,127-81.8% | $4,311-78.4% | $5,287-82.4% |
| Admin fee / account holder | $29,447 | $10,253+187.2% | $7,645+285.2% | $10,133+190.6% |