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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 | $56,832 | $48,076+18.2% | $78,690-27.8% | $62,891-9.6% |
| Participation rate | 5.0% | 65.2%-60.2pp | 73.6%-68.6pp | 69.3%-64.3pp |
| Annual return | -5.02% | 31.35%-36.4pp | 62.18%-67.2pp | 20.14%-25.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $172 | $2,588-93.3% | $3,517-95.1% | $3,203-94.6% |
| Admin fee / account holder | $8,751 | $3,207+172.8% | $4,511+94.0% | $4,296+103.7% |