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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 | $15,909 | $73,848-78.5% | $143,799-88.9% | $68,486-76.8% |
| Participation rate | 58.6% | 66.7%-8.0pp | 80.3%-21.7pp | 67.9%-9.3pp |
| Annual return | -20.54% | 0.91%-21.5pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $831 | $3,385-75.4% | $5,638-85.3% | $4,028-79.4% |
| Admin fee / account holder | $327 | $5,755-94.3% | $14,677-97.8% | $5,404-94.0% |