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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 | $34,139 | $42,910-20.4% | $60,919-44.0% | $68,490-50.2% |
| Participation rate | 10.8% | 66.8%-55.9pp | 73.1%-62.3pp | 67.9%-57.1pp |
| Annual return | -18.75% | -13.99%-4.8pp | 16.96%-35.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $542 | $2,866-81.1% | $3,814-85.8% | $4,028-86.5% |
| Admin fee / account holder | $4,144 | $3,104+33.5% | $3,228+28.4% | $5,403-23.3% |