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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 | $21,151 | $42,917-50.7% | $60,899-65.3% | $68,495-69.1% |
| Participation rate | 11.0% | 66.8%-55.8pp | 73.1%-62.1pp | 67.9%-56.9pp |
| Annual return | -22.20% | -13.99%-8.2pp | 16.92%-39.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $536 | $2,867-81.3% | $3,817-86.0% | $4,028-86.7% |
| Admin fee / account holder | $4,469 | $3,102+44.0% | $3,225+38.6% | $5,403-17.3% |