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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 | $20,897 | $77,817-73.1% | $123,553-83.1% | $64,173-67.4% |
| Participation rate | 15.2% | 74.7%-59.6pp | 82.3%-67.1pp | 69.6%-54.4pp |
| Annual return | -8.96% | 12.49%-21.4pp | 119.21%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $646 | $5,240-87.7% | $6,426-89.9% | $3,470-81.4% |
| Admin fee / account holder | $3,121 | $5,519-43.5% | $9,284-66.4% | $4,887-36.1% |