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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 | $29,952 | $73,848-59.4% | $143,799-79.2% | $68,486-56.3% |
| Participation rate | 38.9% | 66.7%-27.8pp | 80.3%-41.4pp | 67.9%-29.0pp |
| Annual return | -20.39% | 0.91%-21.3pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $901 | $3,385-73.4% | $5,638-84.0% | $4,028-77.6% |
| Admin fee / account holder | $5,331 | $5,755-7.4% | $14,677-63.7% | $5,404-1.4% |