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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 | $18,298 | $90,400-79.8% | $186,193-90.2% | $87,485-79.1% |
| Participation rate | 3.6% | 66.2%-62.6pp | 77.1%-73.5pp | 68.9%-65.3pp |
| Annual return | -6.35% | 22.15%-28.5pp | 78.03%-84.4pp | 26.06%-32.4pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $260 | $4,330-94.0% | $6,513-96.0% | $4,274-93.9% |
| Admin fee / account holder | $3,052 | $8,673-64.8% | $11,058-72.4% | $7,775-60.7% |