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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 | $38,139 | $58,093-34.3% | $80,022-52.3% | $56,287-32.2% |
| Participation rate | 15.2% | 73.6%-58.4pp | 75.8%-60.7pp | 69.9%-54.7pp |
| Annual return | -7.45% | 34.63%-42.1pp | 11.22%-18.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $682 | $3,136-78.3% | $3,686-81.5% | $3,350-79.6% |
| Admin fee / account holder | $814 | $623+30.7% | $6,521-87.5% | $521+56.3% |