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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 | $34,499 | $110,083-68.7% | $151,628-77.2% | $68,495-49.6% |
| Participation rate | 12.5% | 84.0%-71.5pp | 87.5%-75.0pp | 67.9%-55.4pp |
| Annual return | -21.32% | -10.12%-11.2pp | 3.34%-24.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,114 | $6,526-82.9% | $8,363-86.7% | $4,028-72.4% |
| Admin fee / account holder | $4,761 | $7,718-38.3% | $11,613-59.0% | $5,403-11.9% |