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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 | $50,320 | $131,835-61.8% | $108,582-53.7% | $273,972-81.6% |
| Participation rate | 31.6% | 83.5%-51.9pp | 79.6%-48.0pp | 83.0%-51.4pp |
| Annual return | -1.26% | -91.57%+90.3pp | -51.70%+50.4pp | 41.46%-42.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $705 | $5,127-86.2% | $4,311-83.6% | $5,287-86.7% |
| Admin fee / account holder | $567 | $10,253-94.5% | $7,645-92.6% | $10,133-94.4% |