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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 | $32,448 | $62,583-48.2% | $76,767-57.7% | $64,173-49.4% |
| Participation rate | 27.6% | 72.8%-45.2pp | 77.0%-49.4pp | 69.6%-42.0pp |
| Annual return | -8.81% | -1.95%-6.9pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $886 | $3,145-71.8% | $3,852-77.0% | $3,470-74.5% |
| Admin fee / account holder | $764 | $4,667-83.6% | $6,675-88.6% | $4,887-84.4% |