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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 | $17,962 | $58,587-69.3% | $83,322-78.4% | $64,173-72.0% |
| Participation rate | 22.6% | 72.0%-49.4pp | 77.8%-55.2pp | 69.6%-47.0pp |
| Annual return | -10.87% | 9.65%-20.5pp | 10.64%-21.5pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,521 | $4,654-67.3% | $5,565-72.7% | $3,470-56.2% |
| Admin fee / account holder | $4,785 | $9,279-48.4% | $7,540-36.5% | $4,887-2.1% |