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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 | $42,939 | $72,269-40.6% | $101,271-57.6% | $79,852-46.2% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | -3.52% | 22.29%-25.8pp | 46.48%-50.0pp | 31.72%-35.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $760 | $3,282-76.8% | $4,371-82.6% | $3,740-79.7% |
| Admin fee / account holder | $1,348 | $4,401-69.4% | $5,948-77.3% | $5,306-74.6% |