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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 | $43,438 | $114,013-61.9% | $103,693-58.1% | $155,188-72.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | -40.24% | 49.31%-89.6pp | 47.61%-87.8pp | 148.84%-189.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $403 | $4,970-91.9% | $4,579-91.2% | $6,531-93.8% |
| Admin fee / account holder | $413 | $8,407-95.1% | $7,858-94.8% | $14,480-97.2% |