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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 | $36,388 | $46,697-22.1% | $117,533-69.0% | $68,486-46.9% |
| Participation rate | 14.8% | 56.8%-42.0pp | 70.6%-55.8pp | 67.9%-53.1pp |
| Annual return | -19.94% | -14.52%-5.4pp | 29.77%-49.7pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $491 | $2,637-81.4% | $4,072-87.9% | $4,028-87.8% |
| Admin fee / account holder | $3,031 | $4,023-24.7% | $5,647-46.3% | $5,404-43.9% |