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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 | $16,489 | $59,123-72.1% | $77,183-78.6% | $75,181-78.1% |
| Participation rate | 7.1% | 63.9%-56.7pp | 69.6%-62.4pp | 67.2%-60.1pp |
| Annual return | -9.70% | 26.72%-36.4pp | 37.89%-47.6pp | 160.69%-170.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $703 | $2,999-76.6% | $3,833-81.7% | $4,126-83.0% |
| Admin fee / account holder | $3,498 | $4,776-26.8% | $5,475-36.1% | $5,650-38.1% |