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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 | $42,301 | $73,009-42.1% | $90,760-53.4% | $68,486-38.2% |
| Participation rate | 34.1% | 70.8%-36.7pp | 75.7%-41.6pp | 67.9%-33.8pp |
| Annual return | -22.27% | -13.81%-8.5pp | -12.16%-10.1pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,573 | $3,626-56.6% | $4,565-65.6% | $4,028-61.0% |
| Admin fee / account holder | $33,691 | $5,896+471.5% | $8,444+299.0% | $5,404+523.5% |