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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 | $41,331 | $102,638-59.7% | $81,991-49.6% | $158,966-74.0% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.3%-14.3pp | 82.0%-27.0pp |
| Annual return | -42.27% | 61.05%-103.3pp | 41.31%-83.6pp | 302.95%-345.2pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,070 | $4,649-77.0% | $3,722-71.3% | $5,983-82.1% |
| Admin fee / account holder | $1,005 | $8,237-87.8% | $5,665-82.3% | $11,250-91.1% |