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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 | $36,980 | $59,813-38.2% | $79,580-53.5% | $68,486-46.0% |
| Participation rate | 17.1% | 61.1%-43.9pp | 69.5%-52.3pp | 67.9%-50.8pp |
| Annual return | -21.45% | -12.30%-9.1pp | 0.15%-21.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $678 | $3,024-77.6% | $3,985-83.0% | $4,028-83.2% |
| Admin fee / account holder | $3,339 | $4,835-30.9% | $6,835-51.1% | $5,404-38.2% |