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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 | $13,504 | $45,872-70.6% | $77,100-82.5% | $68,490-80.3% |
| Participation rate | 23.4% | 55.9%-32.5pp | 67.9%-44.5pp | 67.9%-44.5pp |
| Annual return | -21.37% | 1.73%-23.1pp | 42.35%-63.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $510 | $2,963-82.8% | $4,430-88.5% | $4,028-87.3% |
| Admin fee / account holder | $10,035 | $3,041+230.0% | $5,443+84.3% | $5,403+85.7% |