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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 | $25,258 | $73,009-65.4% | $90,756-72.2% | $68,495-63.1% |
| Participation rate | 18.8% | 70.8%-52.0pp | 75.7%-56.9pp | 67.9%-49.1pp |
| Annual return | -21.68% | -13.81%-7.9pp | -12.16%-9.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $250 | $3,626-93.1% | $4,565-94.5% | $4,028-93.8% |
| Admin fee / account holder | $6,631 | $5,896+12.5% | $8,445-21.5% | $5,403+22.7% |