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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 | $48,394 | $54,355-11.0% | $82,744-41.5% | $68,486-29.3% |
| Participation rate | 22.2% | 63.9%-41.7pp | 72.6%-50.3pp | 67.9%-45.7pp |
| Annual return | -21.84% | -13.67%-8.2pp | 702.22%-724.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $878 | $3,246-73.0% | $4,395-80.0% | $4,028-78.2% |
| Admin fee / account holder | $9,556 | $4,397+117.3% | $5,325+79.5% | $5,404+76.8% |