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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 | $35,917 | $56,894-36.9% | $84,753-57.6% | $62,881-42.9% |
| Participation rate | 16.1% | 68.5%-52.4pp | 76.6%-60.5pp | 69.3%-53.2pp |
| Annual return | -0.45% | 6.30%-6.8pp | 22.78%-23.2pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $847 | $2,709-68.7% | $3,712-77.2% | $3,203-73.6% |
| Admin fee / account holder | $1,352 | $3,581-62.3% | $5,333-74.7% | $4,296-68.5% |