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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 | $42,684 | $77,638-45.0% | $156,551-72.7% | $62,881-32.1% |
| Participation rate | 17.1% | 71.2%-54.1pp | 84.0%-66.9pp | 69.3%-52.2pp |
| Annual return | -0.07% | 50.33%-50.4pp | 32.23%-32.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $403 | $3,046-86.8% | $4,871-91.7% | $3,203-87.4% |
| Admin fee / account holder | $2,637 | $5,561-52.6% | $13,028-79.8% | $4,296-38.6% |