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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 | $17,205 | $90,486-81.0% | $78,676-78.1% | $273,972-93.7% |
| Participation rate | 45.0% | 76.5%-31.5pp | 73.6%-28.6pp | 83.0%-38.0pp |
| Annual return | -0.14% | 75.62%-75.8pp | 62.19%-62.3pp | 41.46%-41.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $205 | $3,901-94.8% | $3,517-94.2% | $5,287-96.1% |
| Admin fee / account holder | $3,158 | $5,263-40.0% | $4,510-30.0% | $10,133-68.8% |