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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 | $29,875 | $64,716-53.8% | $112,258-73.4% | $68,495-56.4% |
| Participation rate | 22.0% | 67.2%-45.2pp | 75.1%-53.1pp | 67.9%-45.9pp |
| Annual return | -19.67% | -11.40%-8.3pp | 27.47%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $734 | $3,565-79.4% | $4,728-84.5% | $4,028-81.8% |
| Admin fee / account holder | $965 | $5,232-81.6% | $6,411-84.9% | $5,403-82.1% |