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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 | $42,479 | $48,364-12.2% | $71,796-40.8% | $62,881-32.4% |
| Participation rate | 32.0% | 60.6%-28.6pp | 69.1%-37.1pp | 69.3%-37.3pp |
| Annual return | -5.51% | 13.16%-18.7pp | 78.04%-83.5pp | 20.14%-25.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $496 | $2,091-76.3% | $2,794-82.3% | $3,203-84.5% |
| Admin fee / account holder | $698 | $3,771-81.5% | $4,815-85.5% | $4,296-83.7% |