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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 | $46,260 | $50,947-9.2% | $74,549-37.9% | $64,173-27.9% |
| Participation rate | 20.5% | 61.1%-40.6pp | 69.1%-48.7pp | 69.6%-49.1pp |
| Annual return | -8.56% | -1.85%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $923 | $2,302-59.9% | $3,108-70.3% | $3,470-73.4% |
| Admin fee / account holder | $13,393 | $4,221+217.3% | $5,059+164.7% | $4,887+174.0% |