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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 | $29,046 | $73,863-60.7% | $143,797-79.8% | $68,490-57.6% |
| Participation rate | 11.8% | 66.7%-54.9pp | 80.3%-68.6pp | 67.9%-56.1pp |
| Annual return | -19.79% | 0.91%-20.7pp | -0.04%-19.8pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $657 | $3,385-80.6% | $5,638-88.4% | $4,028-83.7% |
| Admin fee / account holder | $2,748 | $5,756-52.3% | $14,679-81.3% | $5,403-49.1% |