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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 | $81,358-77.0% | $155,556-88.0% | $80,959-76.8% |
| Participation rate | 13.3% | 66.3%-52.9pp | 78.2%-64.9pp | 67.7%-54.3pp |
| Annual return | -12.23% | 33.39%-45.6pp | 64.84%-77.1pp | 35.67%-47.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $368 | $3,455-89.4% | $5,631-93.5% | $4,300-91.5% |
| Admin fee / account holder | $4,421 | $7,994-44.7% | $15,885-72.2% | $6,925-36.2% |