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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 | $43,764 | $73,848-40.7% | $143,799-69.6% | $68,486-36.1% |
| Participation rate | 12.6% | 66.7%-54.0pp | 80.3%-67.7pp | 67.9%-55.3pp |
| Annual return | -21.96% | 0.91%-22.9pp | -0.04%-21.9pp | -7.85%-14.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $646 | $3,385-80.9% | $5,638-88.5% | $4,028-84.0% |
| Admin fee / account holder | $1,371 | $5,755-76.2% | $14,677-90.7% | $5,404-74.6% |