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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 | $28,959 | $50,947-43.2% | $74,549-61.2% | $64,173-54.9% |
| Participation rate | 19.1% | 61.1%-41.9pp | 69.1%-50.0pp | 69.6%-50.4pp |
| Annual return | -10.63% | -1.85%-8.8pp | 32.53%-43.2pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $416 | $2,302-81.9% | $3,108-86.6% | $3,470-88.0% |
| Admin fee / account holder | $4,475 | $4,221+6.0% | $5,059-11.6% | $4,887-8.4% |