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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 | $74,535-57.3% | $100,712-68.4% | $82,637-61.5% |
| Participation rate | 12.0% | 61.2%-49.2pp | 69.3%-57.3pp | 68.1%-56.1pp |
| Annual return | -2.32% | 18.92%-21.2pp | 33.27%-35.6pp | 53.51%-55.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $196 | $3,074-93.6% | $4,085-95.2% | $4,126-95.3% |
| Admin fee / account holder | $55,984 | $6,576+751.4% | $9,256+504.8% | $7,339+662.8% |