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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 | $38,433 | $69,977-45.1% | $108,582-64.6% | $62,881-38.9% |
| Participation rate | 26.4% | 72.9%-46.5pp | 79.6%-53.2pp | 69.3%-42.9pp |
| Annual return | 1.52% | 10.73%-9.2pp | -51.70%+53.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $636 | $3,165-79.9% | $4,311-85.2% | $3,203-80.1% |
| Admin fee / account holder | $10,403 | $5,076+104.9% | $7,645+36.1% | $4,296+142.2% |