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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 | $63,468 | $59,819+6.1% | $79,583-20.2% | $68,490-7.3% |
| Participation rate | 12.1% | 61.1%-49.0pp | 69.5%-57.4pp | 67.9%-55.8pp |
| Annual return | -27.82% | -12.30%-15.5pp | 0.16%-28.0pp | -7.85%-20.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $200 | $3,025-93.4% | $3,986-95.0% | $4,028-95.0% |
| Admin fee / account holder | $1,879 | $4,835-61.1% | $6,835-72.5% | $5,403-65.2% |