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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 | $21,602 | $52,279-58.7% | $89,400-75.8% | $79,858-72.9% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | -7.33% | 22.16%-29.5pp | 245.64%-253.0pp | 31.72%-39.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $270 | $2,740-90.1% | $3,890-93.0% | $3,740-92.8% |
| Admin fee / account holder | $27,320 | $3,356+714.0% | $4,882+459.6% | $5,306+414.9% |