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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 | $10,502 | $42,910-75.5% | $60,919-82.8% | $68,490-84.7% |
| Participation rate | 13.1% | 66.8%-53.6pp | 73.1%-60.0pp | 67.9%-54.8pp |
| Annual return | -20.73% | -13.99%-6.7pp | 16.96%-37.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $812 | $2,866-71.7% | $3,814-78.7% | $4,028-79.8% |
| Admin fee / account holder | $5,021 | $3,104+61.7% | $3,228+55.6% | $5,403-7.1% |