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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 | $24,017 | $71,872-66.6% | $86,691-72.3% | $68,495-64.9% |
| Participation rate | 24.7% | 72.2%-47.6pp | 76.6%-51.9pp | 67.9%-43.2pp |
| Annual return | -19.98% | 3.53%-23.5pp | 35.94%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,670 | $3,779-55.8% | $4,656-64.1% | $4,028-58.5% |
| Admin fee / account holder | $833 | $6,112-86.4% | $7,492-88.9% | $5,403-84.6% |