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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 | $66,587 | $73,863-9.9% | $143,797-53.7% | $68,490-2.8% |
| Participation rate | 13.3% | 66.7%-53.3pp | 80.3%-67.0pp | 67.9%-54.6pp |
| Annual return | -21.25% | 0.91%-22.2pp | -0.04%-21.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $330 | $3,385-90.3% | $5,638-94.1% | $4,028-91.8% |
| Admin fee / account holder | $6,030 | $5,756+4.8% | $14,679-58.9% | $5,403+11.6% |