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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 | $30,656 | $50,947-39.8% | $74,551-58.9% | $64,173-52.2% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.1%-46.3pp | 69.6%-46.7pp |
| Annual return | -8.25% | -1.85%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $694 | $2,302-69.9% | $3,108-77.7% | $3,470-80.0% |
| Admin fee / account holder | $676 | $4,221-84.0% | $5,059-86.6% | $4,887-86.2% |