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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 | $27,069 | $76,401-64.6% | $106,387-74.6% | $64,173-57.8% |
| Participation rate | 23.5% | 73.5%-50.0pp | 77.5%-53.9pp | 69.6%-46.0pp |
| Annual return | -9.05% | -2.19%-6.9pp | 0.25%-9.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,305 | $4,274-69.5% | $5,421-75.9% | $3,470-62.4% |
| Admin fee / account holder | $588 | $4,610-87.2% | $7,510-92.2% | $4,887-88.0% |