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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 | $46,190 | $52,306-11.7% | $69,779-33.8% | $62,881-26.5% |
| Participation rate | 12.8% | 67.2%-54.4pp | 71.8%-59.0pp | 69.3%-56.5pp |
| Annual return | -4.28% | 13.35%-17.6pp | 12.99%-17.3pp | 20.14%-24.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $426 | $2,395-82.2% | $2,931-85.4% | $3,203-86.7% |
| Admin fee / account holder | $2,530 | $3,691-31.5% | $4,381-42.2% | $4,296-41.1% |