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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 | $39,164 | $69,977-44.0% | $108,582-63.9% | $62,881-37.7% |
| Participation rate | 19.6% | 72.9%-53.3pp | 79.6%-60.0pp | 69.3%-49.7pp |
| Annual return | 2.53% | 10.73%-8.2pp | -51.70%+54.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,157 | $3,165-63.4% | $4,311-73.2% | $3,203-63.9% |
| Admin fee / account holder | $1,827 | $5,076-64.0% | $7,645-76.1% | $4,296-57.5% |