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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 | $35,481 | $54,380-34.8% | $68,509-48.2% | $59,633-40.5% |
| Participation rate | 10.6% | 70.2%-59.6pp | 74.7%-64.1pp | 68.7%-58.0pp |
| Annual return | -2.95% | 2.83%-5.8pp | 8.27%-11.2pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $800 | $2,643-69.7% | $3,382-76.3% | $3,192-74.9% |
| Admin fee / account holder | $320 | $3,885-91.8% | $5,275-93.9% | $4,297-92.6% |