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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 | $15,354 | $77,920-80.3% | $149,723-89.7% | $75,177-79.6% |
| Participation rate | 64.0% | 65.6%-1.6pp | 78.8%-14.8pp | 67.2%-3.2pp |
| Annual return | -2.77% | 31.72%-34.5pp | 134.50%-137.3pp | 160.75%-163.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $291 | $3,411-91.5% | $5,682-94.9% | $4,126-93.0% |
| Admin fee / account holder | $12,216 | $5,951+105.3% | $13,215-7.6% | $5,651+116.2% |