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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 | $23,216 | $52,836-56.1% | $105,738-78.0% | $64,181-63.8% |
| Participation rate | 29.1% | 66.5%-37.4pp | 76.3%-47.2pp | 69.6%-40.5pp |
| Annual return | -12.22% | 14.30%-26.5pp | 6.27%-18.5pp | 7.63%-19.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $779 | $2,545-69.4% | $4,080-80.9% | $3,470-77.5% |
| Admin fee / account holder | $1,304 | $3,959-67.1% | $6,913-81.1% | $4,887-73.3% |