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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 | $16,728 | $56,484-70.4% | $169,452-90.1% | $64,173-73.9% |
| Participation rate | 18.2% | 64.5%-46.4pp | 77.8%-59.6pp | 69.6%-51.4pp |
| Annual return | -10.22% | -1.55%-8.7pp | 1.83%-12.0pp | 7.63%-17.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $816 | $3,448-76.3% | $5,277-84.5% | $3,470-76.5% |
| Admin fee / account holder | $669 | $4,174-84.0% | $9,110-92.7% | $4,887-86.3% |