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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 | $24,755 | $73,988-66.5% | $96,538-74.4% | $75,177-67.1% |
| Participation rate | 52.8% | 66.4%-13.6pp | 74.3%-21.5pp | 67.2%-14.4pp |
| Annual return | -10.58% | 26.73%-37.3pp | 35.74%-46.3pp | 160.75%-171.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $900 | $3,660-75.4% | $4,880-81.6% | $4,126-78.2% |
| Admin fee / account holder | $7,459 | $5,220+42.9% | $6,737+10.7% | $5,651+32.0% |