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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 | $55,233 | $47,944+15.2% | $67,834-18.6% | $62,881-12.2% |
| Participation rate | 23.5% | 61.1%-37.5pp | 68.8%-45.3pp | 69.3%-45.8pp |
| Annual return | -3.36% | 11.77%-15.1pp | 138.47%-141.8pp | 20.14%-23.5pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $176 | $2,247-92.2% | $3,160-94.4% | $3,203-94.5% |
| Admin fee / account holder | $5,204 | $3,712+40.2% | $4,622+12.6% | $4,296+21.1% |