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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 | $19,189 | $59,813-67.9% | $79,580-75.9% | $68,486-72.0% |
| Participation rate | 15.6% | 61.1%-45.5pp | 69.5%-53.9pp | 67.9%-52.3pp |
| Annual return | -21.07% | -12.30%-8.8pp | 0.15%-21.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,215 | $3,024-59.8% | $3,985-69.5% | $4,028-69.8% |
| Admin fee / account holder | $2,219 | $4,835-54.1% | $6,835-67.5% | $5,404-58.9% |