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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 | $11,123 | $40,275-72.4% | $57,356-80.6% | $59,633-81.3% |
| Participation rate | 25.6% | 69.1%-43.5pp | 75.1%-49.4pp | 68.7%-43.0pp |
| Annual return | -3.41% | 27.52%-30.9pp | 24.41%-27.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $622 | $2,400-74.1% | $3,162-80.3% | $3,192-80.5% |
| Admin fee / account holder | $1,377 | $2,820-51.2% | $3,357-59.0% | $4,297-68.0% |