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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 | $22,331 | $45,087-50.5% | $69,483-67.9% | $72,976-69.4% |
| Participation rate | 36.7% | 68.5%-31.7pp | 74.6%-37.9pp | 69.5%-32.8pp |
| Annual return | -6.52% | 22.67%-29.2pp | 28.99%-35.5pp | 81.02%-87.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $633 | $2,603-75.7% | $3,537-82.1% | $3,608-82.5% |
| Admin fee / account holder | $5,506 | $3,057+80.1% | $3,841+43.4% | $5,124+7.5% |