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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 | $37,641 | $69,977-46.2% | $108,582-65.3% | $62,881-40.1% |
| Participation rate | 32.5% | 72.9%-40.4pp | 79.6%-47.1pp | 69.3%-36.8pp |
| Annual return | 0.27% | 10.73%-10.5pp | -51.70%+52.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $688 | $3,165-78.3% | $4,311-84.0% | $3,203-78.5% |
| Admin fee / account holder | $15,749 | $5,076+210.2% | $7,645+106.0% | $4,296+266.6% |