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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 | $32,583 | $56,484-42.3% | $169,452-80.8% | $64,173-49.2% |
| Participation rate | 21.9% | 64.5%-42.7pp | 77.8%-55.9pp | 69.6%-47.7pp |
| Annual return | -8.58% | -1.55%-7.0pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,045 | $3,448-69.7% | $5,277-80.2% | $3,470-69.9% |
| Admin fee / account holder | $3,921 | $4,174-6.1% | $9,110-57.0% | $4,887-19.8% |