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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 | $52,649 | $69,977-24.8% | $108,582-51.5% | $62,881-16.3% |
| Participation rate | 31.4% | 72.9%-41.5pp | 79.6%-48.1pp | 69.3%-37.9pp |
| Annual return | 2.68% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $931 | $3,165-70.6% | $4,311-78.4% | $3,203-70.9% |
| Admin fee / account holder | $2,543 | $5,076-49.9% | $7,645-66.7% | $4,296-40.8% |