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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 | $21,105 | $40,275-47.6% | $57,356-63.2% | $59,633-64.6% |
| Participation rate | 8.8% | 69.1%-60.4pp | 75.1%-66.3pp | 68.7%-59.9pp |
| Annual return | -4.41% | 27.52%-31.9pp | 24.41%-28.8pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $269 | $2,400-88.8% | $3,162-91.5% | $3,192-91.6% |
| Admin fee / account holder | $831 | $2,820-70.5% | $3,357-75.3% | $4,297-80.7% |