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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 | $48,793 | $54,162-9.9% | $68,612-28.9% | $64,173-24.0% |
| Participation rate | 11.1% | 68.1%-56.9pp | 72.2%-61.1pp | 69.6%-58.5pp |
| Annual return | -8.04% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $184 | $2,626-93.0% | $3,311-94.4% | $3,470-94.7% |
| Admin fee / account holder | $595 | $4,029-85.2% | $5,131-88.4% | $4,887-87.8% |