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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 | $29,455 | $59,813-50.8% | $79,580-63.0% | $68,486-57.0% |
| Participation rate | 15.7% | 61.1%-45.4pp | 69.5%-53.8pp | 67.9%-52.2pp |
| Annual return | -20.11% | -12.30%-7.8pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $815 | $3,024-73.0% | $3,985-79.5% | $4,028-79.8% |
| Admin fee / account holder | $12,507 | $4,835+158.7% | $6,835+83.0% | $5,404+131.4% |