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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 | $24,243 | $54,239-55.3% | $70,098-65.4% | $68,495-64.6% |
| Participation rate | 11.8% | 64.5%-52.7pp | 70.5%-58.7pp | 67.9%-56.1pp |
| Annual return | -19.86% | -13.87%-6.0pp | 190.76%-210.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $344 | $2,957-88.4% | $3,849-91.1% | $4,028-91.5% |
| Admin fee / account holder | $1,779 | $4,691-62.1% | $6,266-71.6% | $5,403-67.1% |