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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 | $30,329 | $49,280-38.5% | $67,313-54.9% | $64,173-52.7% |
| Participation rate | 21.3% | 60.8%-39.5pp | 69.1%-47.8pp | 69.6%-48.3pp |
| Annual return | -30.94% | -1.39%-29.6pp | -4.08%-26.9pp | 7.63%-38.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $632 | $2,484-74.6% | $3,568-82.3% | $3,470-81.8% |
| Admin fee / account holder | $11,335 | $3,863+193.5% | $4,507+151.5% | $4,887+131.9% |