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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 | $15,982 | $40,275-60.3% | $57,356-72.1% | $59,633-73.2% |
| Participation rate | 12.5% | 69.1%-56.6pp | 75.1%-62.6pp | 68.7%-56.2pp |
| Annual return | -2.09% | 27.52%-29.6pp | 24.41%-26.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $135 | $2,400-94.4% | $3,162-95.7% | $3,192-95.8% |
| Admin fee / account holder | $6,669 | $2,820+136.5% | $3,357+98.7% | $4,297+55.2% |