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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 | $42,045 | $93,346-55.0% | $71,796-41.4% | $273,972-84.7% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | -8.76% | 130.39%-139.1pp | 78.04%-86.8pp | 41.46%-50.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $265 | $3,475-92.4% | $2,794-90.5% | $5,287-95.0% |
| Admin fee / account holder | $1,089 | $6,571-83.4% | $4,815-77.4% | $10,133-89.3% |