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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 | $20,453 | $52,911-61.3% | $73,309-72.1% | $59,633-65.7% |
| Participation rate | 10.5% | 68.2%-57.7pp | 74.9%-64.4pp | 68.7%-58.1pp |
| Annual return | -5.11% | 12.20%-17.3pp | 5.67%-10.8pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $872 | $4,069-78.6% | $4,991-82.5% | $3,192-72.7% |
| Admin fee / account holder | $2,610 | $3,835-31.9% | $5,635-53.7% | $4,297-39.3% |