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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 | $17,637 | $54,162-67.4% | $68,612-74.3% | $64,173-72.5% |
| Participation rate | 15.1% | 68.1%-52.9pp | 72.2%-57.1pp | 69.6%-54.5pp |
| Annual return | -10.16% | -1.62%-8.5pp | -4.63%-5.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $363 | $2,626-86.2% | $3,311-89.0% | $3,470-89.5% |
| Admin fee / account holder | $3,634 | $4,029-9.8% | $5,131-29.2% | $4,887-25.6% |