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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 | $35,263 | $59,813-41.0% | $79,580-55.7% | $68,486-48.5% |
| Participation rate | 10.6% | 61.1%-50.4pp | 69.5%-58.8pp | 67.9%-57.3pp |
| Annual return | -23.20% | -12.30%-10.9pp | 0.15%-23.4pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $240 | $3,024-92.1% | $3,985-94.0% | $4,028-94.0% |
| Admin fee / account holder | $2,106 | $4,835-56.4% | $6,835-69.2% | $5,404-61.0% |