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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 | $35,065 | $69,977-49.9% | $108,582-67.7% | $62,881-44.2% |
| Participation rate | 22.2% | 72.9%-50.7pp | 79.6%-57.3pp | 69.3%-47.1pp |
| Annual return | 3.83% | 10.73%-6.9pp | -51.70%+55.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $304 | $3,165-90.4% | $4,311-92.9% | $3,203-90.5% |
| Admin fee / account holder | $10,037 | $5,076+97.7% | $7,645+31.3% | $4,296+133.6% |