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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 | $16,804 | $58,848-71.4% | $88,179-80.9% | $82,637-79.7% |
| Participation rate | 4.5% | 57.9%-53.4pp | 69.1%-64.6pp | 68.1%-63.5pp |
| Annual return | -17.01% | 22.76%-39.8pp | 64.97%-82.0pp | 53.51%-70.5pp |
| Employer contribution / active EE | $1,472 | $1,678-12.3% | $2,549-42.2% | $2,552-42.3% |
| Participant deferral / active EE | $0 | $3,124-100.0% | $4,614-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,643 | $4,795+80.2% | $7,673+12.6% | $7,339+17.8% |