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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 | $21,224 | $72,607-70.8% | $90,259-76.5% | $87,485-75.7% |
| Participation rate | 11.5% | 64.8%-53.3pp | 70.7%-59.2pp | 68.9%-57.4pp |
| Annual return | -5.12% | 18.59%-23.7pp | 18.88%-24.0pp | 26.06%-31.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $890 | $3,055-70.9% | $3,827-76.7% | $4,274-79.2% |
| Admin fee / account holder | $6,015 | $5,947+1.1% | $7,267-17.2% | $7,775-22.6% |