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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 | $21,804 | $52,678-58.6% | $75,784-71.2% | $59,633-63.4% |
| Participation rate | 68.8% | 67.2%+1.5pp | 75.8%-7.1pp | 68.7%+0.1pp |
| Annual return | -8.15% | 2.95%-11.1pp | 9.68%-17.8pp | 2041.45%-2049.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $203 | $2,591-92.2% | $3,652-94.4% | $3,192-93.6% |
| Admin fee / account holder | $1,478 | $3,610-59.1% | $5,300-72.1% | $4,297-65.6% |