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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 | $43,134 | $87,542-50.7% | $75,782-43.1% | $125,393-65.6% |
| Participation rate | 22.7% | 80.2%-57.4pp | 75.8%-53.1pp | 83.2%-60.5pp |
| Annual return | -3.91% | 13.48%-17.4pp | 9.68%-13.6pp | 282.23%-286.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $509 | $4,229-88.0% | $3,652-86.1% | $5,351-90.5% |
| Admin fee / account holder | $10,724 | $6,502+64.9% | $5,300+102.4% | $9,541+12.4% |