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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 | $14,890 | $65,125-77.1% | $143,797-89.6% | $66,949-77.8% |
| Participation rate | 8.7% | 65.2%-56.5pp | 80.3%-71.6pp | 69.8%-61.1pp |
| Annual return | -19.29% | -11.13%-8.2pp | -0.04%-19.3pp | 1.57%-20.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $420 | $2,920-85.6% | $5,638-92.6% | $4,239-90.1% |
| Admin fee / account holder | $3,238 | $503+544.1% | $14,679-77.9% | $594+445.5% |