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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 | $40,415 | $55,449-27.1% | $83,831-51.8% | $56,289-28.2% |
| Participation rate | 17.0% | 68.0%-51.0pp | 76.1%-59.2pp | 69.9%-52.9pp |
| Annual return | -8.42% | -1.38%-7.0pp | 850.99%-859.4pp | -9.96%+1.5pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $441 | $2,935-85.0% | $4,082-89.2% | $3,350-86.8% |
| Admin fee / account holder | $5,918 | $656+802.1% | $5,479+8.0% | $521+1035.9% |