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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 | $18,744 | $81,276-76.9% | $155,574-88.0% | $80,925-76.8% |
| Participation rate | 13.3% | 66.2%-52.9pp | 78.2%-64.9pp | 67.7%-54.3pp |
| Annual return | -12.23% | 33.36%-45.6pp | 64.87%-77.1pp | 35.65%-47.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $368 | $3,453-89.4% | $5,629-93.5% | $4,299-91.4% |
| Admin fee / account holder | $4,421 | $7,993-44.7% | $15,914-72.2% | $6,940-36.3% |