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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 | $49,615 | $121,701-59.2% | $104,639-52.6% | $158,982-68.8% |
| Participation rate | 30.0% | 77.5%-47.5pp | 74.1%-44.1pp | 82.0%-52.0pp |
| Annual return | -5.34% | 465.72%-471.1pp | 340.67%-346.0pp | 302.99%-308.3pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $381 | $4,176-90.9% | $3,738-89.8% | $5,983-93.6% |
| Admin fee / account holder | $5,584 | $7,778-28.2% | $6,465-13.6% | $11,252-50.4% |