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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 | $19,958 | $59,805-66.6% | $79,551-74.9% | $68,498-70.9% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.5%-44.5pp | 67.9%-42.9pp |
| Annual return | -19.54% | -12.30%-7.2pp | 0.14%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,045 | $3,024-65.4% | $3,985-73.8% | $4,027-74.0% |
| Admin fee / account holder | $2,394 | $4,835-50.5% | $6,833-65.0% | $5,403-55.7% |