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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 | $34,847 | $58,828-40.8% | $78,002-55.3% | $62,881-44.6% |
| Participation rate | 38.1% | 71.1%-33.0pp | 75.5%-37.4pp | 69.3%-31.2pp |
| Annual return | -6.43% | 17.16%-23.6pp | 425.99%-432.4pp | 20.14%-26.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $880 | $2,686-67.3% | $3,497-74.8% | $3,203-72.5% |
| Admin fee / account holder | $13,668 | $4,393+211.1% | $5,481+149.4% | $4,296+218.2% |