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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 | $52,666 | $82,674-36.3% | $125,381-58.0% | $68,486-23.1% |
| Participation rate | 28.0% | 75.1%-47.1pp | 82.4%-54.4pp | 67.9%-39.9pp |
| Annual return | -23.13% | -5.97%-17.2pp | 572.31%-595.4pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,329 | $6,111-78.3% | $7,448-82.2% | $4,028-67.0% |
| Admin fee / account holder | $18,120 | $6,277+188.7% | $10,007+81.1% | $5,404+235.3% |