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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 | $48,011-30.3% | $63,803-47.6% | $82,637-59.5% |
| Participation rate | 20.7% | 66.6%-45.9pp | 72.7%-52.0pp | 68.1%-47.4pp |
| Annual return | -2.78% | 19.84%-22.6pp | 543.72%-546.5pp | 53.51%-56.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $269 | $2,846-90.6% | $3,843-93.0% | $4,126-93.5% |
| Admin fee / account holder | $5,291 | $3,873+36.6% | $5,196+1.8% | $7,339-27.9% |