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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 | $17,824 | $52,678-66.2% | $75,784-76.5% | $59,633-70.1% |
| Participation rate | 22.0% | 67.2%-45.3pp | 75.8%-53.9pp | 68.7%-46.7pp |
| Annual return | -4.32% | 2.95%-7.3pp | 9.68%-14.0pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $755 | $2,591-70.8% | $3,652-79.3% | $3,192-76.3% |
| Admin fee / account holder | $1,702 | $3,610-52.9% | $5,300-67.9% | $4,297-60.4% |