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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 | $52,954 | $59,834-11.5% | $79,576-33.5% | $68,495-22.7% |
| Participation rate | 50.8% | 61.1%-10.2pp | 69.5%-18.6pp | 67.9%-17.0pp |
| Annual return | -20.99% | -12.30%-8.7pp | 0.15%-21.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $927 | $3,024-69.4% | $3,985-76.7% | $4,028-77.0% |
| Admin fee / account holder | $990 | $4,835-79.5% | $6,834-85.5% | $5,403-81.7% |