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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 | $13,242 | $53,162-75.1% | $91,225-85.5% | $68,486-80.7% |
| Participation rate | 13.5% | 63.2%-49.7pp | 73.2%-59.7pp | 67.9%-54.4pp |
| Annual return | -20.82% | -3.14%-17.7pp | 114.12%-134.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $843 | $2,974-71.6% | $4,233-80.1% | $4,028-79.1% |
| Admin fee / account holder | $4,031 | $4,493-10.3% | $5,422-25.7% | $5,404-25.4% |