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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 | $29,208 | $69,977-58.3% | $108,582-73.1% | $62,881-53.6% |
| Participation rate | 29.5% | 72.9%-43.4pp | 79.6%-50.1pp | 69.3%-39.8pp |
| Annual return | 3.95% | 10.73%-6.8pp | -51.70%+55.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $337 | $3,165-89.3% | $4,311-92.2% | $3,203-89.5% |
| Admin fee / account holder | $16,197 | $5,076+219.1% | $7,645+111.9% | $4,296+277.1% |