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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 | $34,948 | $71,197-50.9% | $93,669-62.7% | $80,925-56.8% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.7%-24.5pp |
| Annual return | 8.94% | 11.27%-2.3pp | 133.59%-124.7pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,003 | $4,036-75.1% | $4,416-77.3% | $4,299-76.7% |
| Admin fee / account holder | $2,317 | $6,959-66.7% | $8,291-72.1% | $6,940-66.6% |