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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 | $41,109 | $59,804-31.3% | $81,982-49.9% | $79,856-48.5% |
| Participation rate | 22.2% | 61.6%-39.4pp | 69.3%-47.0pp | 69.6%-47.4pp |
| Annual return | -40.18% | 17.56%-57.7pp | 41.31%-81.5pp | 31.71%-71.9pp |
| Employer contribution / active EE | $294 | $1,713-82.8% | $2,498-88.2% | $2,471-88.1% |
| Participant deferral / active EE | $394 | $2,695-85.4% | $3,722-89.4% | $3,741-89.5% |
| Admin fee / account holder | $6,536 | $4,288+52.4% | $5,665+15.4% | $5,306+23.2% |