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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 | $58,298 | $81,870-28.8% | $119,608-51.3% | $68,495-14.9% |
| Participation rate | 20.9% | 71.9%-51.0pp | 79.3%-58.4pp | 67.9%-47.0pp |
| Annual return | -19.16% | -23.82%+4.7pp | -14.98%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,027 | $4,148-75.3% | $5,601-81.7% | $4,028-74.5% |
| Admin fee / account holder | $1,369 | $6,583-79.2% | $10,326-86.7% | $5,403-74.7% |