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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 | $39,591 | $141,004-71.9% | $112,273-64.7% | $139,466-71.6% |
| Participation rate | 10.0% | 79.2%-69.2pp | 72.4%-62.4pp | 80.3%-70.3pp |
| Annual return | -1.57% | 32.75%-34.3pp | 30.23%-31.8pp | 373.66%-375.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $396 | $5,878-93.3% | $4,800-91.8% | $6,712-94.1% |
| Admin fee / account holder | $487 | $9,959-95.1% | $7,752-93.7% | $11,409-95.7% |