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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 | $39,324 | $50,958-22.8% | $74,552-47.3% | $64,181-38.7% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.1%-31.2pp | 69.6%-31.6pp |
| Annual return | -8.95% | -1.86%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $605 | $2,301-73.7% | $3,108-80.5% | $3,470-82.6% |
| Admin fee / account holder | $419 | $4,223-90.1% | $5,060-91.7% | $4,887-91.4% |