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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 | $21,408 | $49,177-56.5% | $79,467-73.1% | $64,173-66.6% |
| Participation rate | 13.6% | 65.0%-51.4pp | 73.3%-59.7pp | 69.6%-55.9pp |
| Annual return | -9.10% | -1.16%-7.9pp | 718.30%-727.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $182 | $2,821-93.6% | $3,704-95.1% | $3,470-94.8% |
| Admin fee / account holder | $465 | $3,839-87.9% | $5,104-90.9% | $4,887-90.5% |