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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 | $33,458 | $50,554-33.8% | $67,681-50.6% | $87,485-61.8% |
| Participation rate | 20.7% | 67.7%-47.0pp | 73.7%-53.0pp | 68.9%-48.2pp |
| Annual return | -2.78% | 17.81%-20.6pp | 590.58%-593.4pp | 26.06%-28.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $269 | $2,961-90.9% | $3,976-93.2% | $4,274-93.7% |
| Admin fee / account holder | $5,291 | $4,132+28.0% | $6,100-13.3% | $7,775-32.0% |