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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 | $15,685 | $48,235-67.5% | $68,803-77.2% | $68,490-77.1% |
| Participation rate | 16.3% | 60.7%-44.4pp | 69.0%-52.7pp | 67.9%-51.6pp |
| Annual return | -28.86% | -12.70%-16.2pp | -6.37%-22.5pp | -7.85%-21.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $667 | $2,867-76.7% | $3,942-83.1% | $4,028-83.4% |
| Admin fee / account holder | $1,796 | $4,361-58.8% | $4,936-63.6% | $5,403-66.8% |