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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 | $22,654 | $64,729-65.0% | $112,263-79.8% | $68,490-66.9% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -22.36% | -11.40%-11.0pp | 27.49%-49.9pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,055 | $3,566-70.4% | $4,729-77.7% | $4,028-73.8% |
| Admin fee / account holder | $3,820 | $5,222-26.8% | $6,410-40.4% | $5,403-29.3% |