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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 | $16,389 | $48,078-65.9% | $78,676-79.2% | $62,881-73.9% |
| Participation rate | 47.8% | 65.2%-17.4pp | 73.6%-25.7pp | 69.3%-21.5pp |
| Annual return | -2.80% | 31.36%-34.2pp | 62.19%-65.0pp | 20.14%-22.9pp |
| Employer contribution / active EE | $819 | $2,015-59.3% | $2,850-71.3% | $2,281-64.1% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,846 | $3,206-42.4% | $4,510-59.1% | $4,296-57.0% |