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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 | $32,640 | $67,411-51.6% | $91,004-64.1% | $70,126-53.5% |
| Participation rate | 15.9% | 71.4%-55.5pp | 75.6%-59.7pp | 69.5%-53.6pp |
| Annual return | 11.75% | -40.16%+51.9pp | 4.60%+7.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $587 | $2,823-79.2% | $3,548-83.4% | $3,332-82.4% |
| Admin fee / account holder | $7,684 | $4,236+81.4% | $5,417+41.8% | $4,645+65.4% |