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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 | $33,387 | $69,977-52.3% | $108,582-69.3% | $62,881-46.9% |
| Participation rate | 25.8% | 72.9%-47.1pp | 79.6%-53.8pp | 69.3%-43.5pp |
| Annual return | 3.76% | 10.73%-7.0pp | -51.70%+55.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $722 | $3,165-77.2% | $4,311-83.2% | $3,203-77.4% |
| Admin fee / account holder | $13,100 | $5,076+158.1% | $7,645+71.4% | $4,296+205.0% |