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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 | $19,008 | $64,719-70.6% | $112,249-83.1% | $68,486-72.2% |
| Participation rate | 20.5% | 67.2%-46.6pp | 75.1%-54.5pp | 67.9%-47.4pp |
| Annual return | -20.74% | -11.40%-9.3pp | 27.48%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,007 | $2,747-63.3% | $3,636-72.3% | $2,597-61.2% |
| Participant deferral / active EE | $1,333 | $3,565-62.6% | $4,729-71.8% | $4,028-66.9% |
| Admin fee / account holder | $4,985 | $5,232-4.7% | $6,412-22.3% | $5,404-7.8% |