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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 | $26,128 | $50,958-48.7% | $74,552-65.0% | $64,181-59.3% |
| Participation rate | 15.4% | 61.1%-45.7pp | 69.1%-53.8pp | 69.6%-54.2pp |
| Annual return | -11.16% | -1.86%-9.3pp | 32.53%-43.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $621 | $2,301-73.0% | $3,108-80.0% | $3,470-82.1% |
| Admin fee / account holder | $575 | $4,223-86.4% | $5,060-88.6% | $4,887-88.2% |