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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 | $57,357 | $62,583-8.4% | $76,767-25.3% | $64,173-10.6% |
| Participation rate | 13.0% | 72.8%-59.8pp | 77.0%-63.9pp | 69.6%-56.5pp |
| Annual return | -8.18% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $531 | $3,145-83.1% | $3,852-86.2% | $3,470-84.7% |
| Admin fee / account holder | $1,770 | $4,667-62.1% | $6,675-73.5% | $4,887-63.8% |