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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 | $32,742 | $82,674-60.4% | $125,363-73.9% | $68,495-52.2% |
| Participation rate | 6.7% | 75.0%-68.4pp | 82.4%-75.7pp | 67.9%-61.2pp |
| Annual return | -19.87% | -5.97%-13.9pp | 572.15%-592.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,111 | $6,111-81.8% | $7,447-85.1% | $4,028-72.4% |
| Admin fee / account holder | $3,177 | $6,276-49.4% | $10,005-68.2% | $5,403-41.2% |