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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 | $40,092 | $69,977-42.7% | $108,582-63.1% | $62,881-36.2% |
| Participation rate | 30.2% | 72.9%-42.7pp | 79.6%-49.4pp | 69.3%-39.1pp |
| Annual return | 4.74% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $857 | $3,165-72.9% | $4,311-80.1% | $3,203-73.3% |
| Admin fee / account holder | $1,747 | $5,076-65.6% | $7,645-77.2% | $4,296-59.3% |