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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 | $64,664 | $81,870-21.0% | $119,608-45.9% | $68,495-5.6% |
| Participation rate | 20.5% | 71.9%-51.4pp | 79.3%-58.8pp | 67.9%-47.4pp |
| Annual return | -23.36% | -23.82%+0.5pp | -14.98%-8.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,169 | $4,148-71.8% | $5,601-79.1% | $4,028-71.0% |
| Admin fee / account holder | $11,727 | $6,583+78.1% | $10,326+13.6% | $5,403+117.0% |