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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 | $23,881 | $112,729-78.8% | $98,716-75.8% | $137,256-82.6% |
| Participation rate | 23.1% | 74.2%-51.2pp | 69.3%-46.2pp | 80.0%-56.9pp |
| Annual return | -18.44% | 38.48%-56.9pp | 31.81%-50.2pp | 220.34%-238.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $369 | $4,640-92.0% | $4,048-90.9% | $6,407-94.2% |
| Admin fee / account holder | $7,600 | $10,129-25.0% | $8,703-12.7% | $12,270-38.1% |