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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 | $87,006 | $73,863+17.8% | $143,797-39.5% | $68,490+27.0% |
| Participation rate | 3.4% | 66.7%-63.2pp | 80.3%-76.9pp | 67.9%-64.4pp |
| Annual return | -20.12% | 0.91%-21.0pp | -0.04%-20.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $62 | $3,385-98.2% | $5,638-98.9% | $4,028-98.5% |
| Admin fee / account holder | $964 | $5,756-83.3% | $14,679-93.4% | $5,403-82.2% |