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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 | $11,949 | $53,162-77.5% | $91,225-86.9% | $68,486-82.6% |
| Participation rate | 6.5% | 63.2%-56.7pp | 73.2%-66.7pp | 67.9%-61.4pp |
| Annual return | -21.09% | -3.14%-17.9pp | 114.12%-135.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $368 | $2,974-87.6% | $4,233-91.3% | $4,028-90.9% |
| Admin fee / account holder | $3,498 | $4,493-22.2% | $5,422-35.5% | $5,404-35.3% |