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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 | $41,367 | $71,878-42.4% | $86,698-52.3% | $68,486-39.6% |
| Participation rate | 30.8% | 72.2%-41.5pp | 76.6%-45.8pp | 67.9%-37.1pp |
| Annual return | -19.30% | 3.53%-22.8pp | 35.95%-55.3pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,311 | $3,779-65.3% | $4,656-71.8% | $4,028-67.4% |
| Admin fee / account holder | $885 | $6,113-85.5% | $7,493-88.2% | $5,404-83.6% |