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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 | $27,961 | $59,819-53.3% | $79,583-64.9% | $68,490-59.2% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.5%-26.6pp | 67.9%-25.0pp |
| Annual return | -21.62% | -12.30%-9.3pp | 0.16%-21.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $863 | $3,025-71.5% | $3,986-78.4% | $4,028-78.6% |
| Admin fee / account holder | $329 | $4,835-93.2% | $6,835-95.2% | $5,403-93.9% |