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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 | $17,031 | $49,280-65.4% | $67,313-74.7% | $64,173-73.5% |
| Participation rate | 36.2% | 60.8%-24.6pp | 69.1%-32.9pp | 69.6%-33.4pp |
| Annual return | -8.38% | -1.39%-7.0pp | -4.08%-4.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $564 | $2,484-77.3% | $3,568-84.2% | $3,470-83.7% |
| Admin fee / account holder | $3,085 | $3,863-20.1% | $4,507-31.5% | $4,887-36.9% |