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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 | $13,137 | $65,712-80.0% | $57,196-77.0% | $273,972-95.2% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | -3.32% | 22.01%-25.3pp | 14.59%-17.9pp | 41.46%-44.8pp |
| Employer contribution / active EE | $1,813 | $3,280-44.7% | $2,683-32.4% | $4,869-62.8% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,954 | $4,838-59.6% | $3,141-37.8% | $10,133-80.7% |