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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 | $19,248 | $63,845-69.9% | $81,370-76.3% | $80,959-76.2% |
| Participation rate | 6.6% | 63.9%-57.3pp | 69.5%-63.0pp | 67.7%-61.1pp |
| Annual return | -9.16% | 16.37%-25.5pp | 24.85%-34.0pp | 35.67%-44.8pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $280 | $3,093-90.9% | $3,885-92.8% | $4,300-93.5% |
| Admin fee / account holder | $4,300 | $5,688-24.4% | $5,749-25.2% | $6,925-37.9% |