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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 | $34,548 | $67,411-48.8% | $91,004-62.0% | $70,126-50.7% |
| Participation rate | 44.4% | 71.4%-26.9pp | 75.6%-31.2pp | 69.5%-25.1pp |
| Annual return | 9.63% | -40.16%+49.8pp | 4.60%+5.0pp | 73.15%-63.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,094 | $2,823-61.2% | $3,548-69.2% | $3,332-67.2% |
| Admin fee / account holder | $5,265 | $4,236+24.3% | $5,417-2.8% | $4,645+13.3% |