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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 | $124,980-80.9% | $108,359-78.0% | $154,746-84.6% |
| Participation rate | 23.1% | 75.2%-52.1pp | 70.1%-47.0pp | 80.7%-57.6pp |
| Annual return | -18.44% | 45.00%-63.4pp | 36.89%-55.3pp | 172.34%-190.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $369 | $4,743-92.2% | $4,137-91.1% | $6,730-94.5% |
| Admin fee / account holder | $7,600 | $11,502-33.9% | $9,741-22.0% | $14,365-47.1% |