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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 | $36,513 | $76,401-52.2% | $106,387-65.7% | $64,173-43.1% |
| Participation rate | 4.7% | 73.5%-68.9pp | 77.5%-72.8pp | 69.6%-64.9pp |
| Annual return | -10.77% | -2.19%-8.6pp | 0.25%-11.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $202 | $4,274-95.3% | $5,421-96.3% | $3,470-94.2% |
| Admin fee / account holder | $1,567 | $4,610-66.0% | $7,510-79.1% | $4,887-67.9% |