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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 | $26,739 | $77,817-65.6% | $123,553-78.4% | $64,173-58.3% |
| Participation rate | 16.4% | 74.7%-58.3pp | 82.3%-65.9pp | 69.6%-53.2pp |
| Annual return | -11.51% | 12.49%-24.0pp | 119.21%-130.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $733 | $5,240-86.0% | $6,426-88.6% | $3,470-78.9% |
| Admin fee / account holder | $1,416 | $5,519-74.4% | $9,284-84.8% | $4,887-71.0% |