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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 | $27,011 | $57,352-52.9% | $83,831-67.8% | $64,173-57.9% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -9.34% | 11.38%-20.7pp | 850.99%-860.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $879 | $2,993-70.6% | $4,082-78.5% | $3,470-74.7% |
| Admin fee / account holder | $619 | $4,046-84.7% | $5,479-88.7% | $4,887-87.3% |