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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 | $39,840 | $69,977-43.1% | $108,582-63.3% | $62,881-36.6% |
| Participation rate | 41.2% | 72.9%-31.7pp | 79.6%-38.4pp | 69.3%-28.1pp |
| Annual return | 2.19% | 10.73%-8.5pp | -51.70%+53.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,204 | $3,165-62.0% | $4,311-72.1% | $3,203-62.4% |
| Admin fee / account holder | $6,206 | $5,076+22.3% | $7,645-18.8% | $4,296+44.5% |