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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 | $24,816 | $71,878-65.5% | $86,698-71.4% | $68,486-63.8% |
| Participation rate | 13.2% | 72.2%-59.0pp | 76.6%-63.4pp | 67.9%-54.7pp |
| Annual return | -23.84% | 3.53%-27.4pp | 35.95%-59.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $738 | $3,779-80.5% | $4,656-84.2% | $4,028-81.7% |
| Admin fee / account holder | $5,783 | $6,113-5.4% | $7,493-22.8% | $5,404+7.0% |