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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 | $23,385 | $58,587-60.1% | $83,322-71.9% | $64,173-63.6% |
| Participation rate | 22.4% | 72.0%-49.6pp | 77.8%-55.3pp | 69.6%-47.2pp |
| Annual return | -11.26% | 9.65%-20.9pp | 10.64%-21.9pp | 7.63%-18.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $608 | $4,654-86.9% | $5,565-89.1% | $3,470-82.5% |
| Admin fee / account holder | $828 | $9,279-91.1% | $7,540-89.0% | $4,887-83.1% |