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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 | $43,478 | $67,411-35.5% | $91,004-52.2% | $70,126-38.0% |
| Participation rate | 42.5% | 71.4%-28.9pp | 75.6%-33.1pp | 69.5%-27.0pp |
| Annual return | 9.66% | -40.16%+49.8pp | 4.60%+5.1pp | 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 | $909 | $2,823-67.8% | $3,548-74.4% | $3,332-72.7% |
| Admin fee / account holder | $380 | $4,236-91.0% | $5,417-93.0% | $4,645-91.8% |