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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 | $49,715 | $69,977-29.0% | $108,582-54.2% | $62,881-20.9% |
| Participation rate | 29.3% | 72.9%-43.6pp | 79.6%-50.3pp | 69.3%-40.0pp |
| Annual return | -3.45% | 10.73%-14.2pp | -51.70%+48.2pp | 20.14%-23.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,399 | $3,165-55.8% | $4,311-67.5% | $3,203-56.3% |
| Admin fee / account holder | $4,894 | $5,076-3.6% | $7,645-36.0% | $4,296+13.9% |