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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 | $23,176 | $73,839-68.6% | $143,788-83.9% | $68,495-66.2% |
| Participation rate | 12.9% | 66.7%-53.8pp | 80.3%-67.4pp | 67.9%-55.0pp |
| Annual return | -25.78% | 1.01%-26.8pp | -0.03%-25.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $761 | $3,384-77.5% | $5,638-86.5% | $4,028-81.1% |
| Admin fee / account holder | $361 | $5,755-93.7% | $14,675-97.5% | $5,403-93.3% |