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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 | $39,943 | $76,401-47.7% | $106,387-62.5% | $64,173-37.8% |
| Participation rate | 13.2% | 73.5%-60.4pp | 77.5%-64.3pp | 69.6%-56.4pp |
| Annual return | -9.32% | -2.19%-7.1pp | 0.25%-9.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $894 | $4,274-79.1% | $5,421-83.5% | $3,470-74.2% |
| Admin fee / account holder | $4,225 | $4,610-8.4% | $7,510-43.7% | $4,887-13.5% |