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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 | $33,445 | $43,338-22.8% | $59,887-44.2% | $64,173-47.9% |
| Participation rate | 9.5% | 69.2%-59.7pp | 74.7%-65.2pp | 69.6%-60.1pp |
| Annual return | -7.52% | -1.55%-6.0pp | 3.46%-11.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $264 | $2,547-89.6% | $3,402-92.2% | $3,470-92.4% |
| Admin fee / account holder | $884 | $3,007-70.6% | $3,591-75.4% | $4,887-81.9% |