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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 | $31,836 | $73,787-56.9% | $98,716-67.8% | $82,448-61.4% |
| Participation rate | 12.0% | 61.4%-49.4pp | 69.3%-57.3pp | 68.1%-56.1pp |
| Annual return | -2.32% | 18.57%-20.9pp | 31.81%-34.1pp | 41.64%-44.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $196 | $3,081-93.6% | $4,048-95.2% | $4,139-95.3% |
| Admin fee / account holder | $55,984 | $6,500+761.3% | $8,703+543.3% | $7,234+673.9% |