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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 | $139,288 | $54,370+156.2% | $82,763+68.3% | $68,490+103.4% |
| Participation rate | 17.9% | 63.9%-46.0pp | 72.6%-54.6pp | 67.9%-49.9pp |
| Annual return | -21.48% | -13.67%-7.8pp | 702.45%-723.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $736 | $3,247-77.3% | $4,395-83.2% | $4,028-81.7% |
| Admin fee / account holder | $1,093 | $4,398-75.1% | $5,325-79.5% | $5,403-79.8% |