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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 | $46,540 | $58,577-20.5% | $83,323-44.1% | $64,181-27.5% |
| Participation rate | 4.3% | 72.0%-67.7pp | 77.8%-73.4pp | 69.6%-65.2pp |
| Annual return | -11.20% | 9.65%-20.9pp | 10.63%-21.8pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $294 | $4,654-93.7% | $5,565-94.7% | $3,470-91.5% |
| Admin fee / account holder | $445 | $9,275-95.2% | $7,539-94.1% | $4,887-90.9% |