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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 | $54,751 | $62,583-12.5% | $76,767-28.7% | $64,173-14.7% |
| Participation rate | 32.5% | 72.8%-40.3pp | 77.0%-44.5pp | 69.6%-37.1pp |
| Annual return | -9.53% | -1.95%-7.6pp | 2.43%-12.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,270 | $3,145-59.6% | $3,852-67.0% | $3,470-63.4% |
| Admin fee / account holder | $1,482 | $4,667-68.3% | $6,675-77.8% | $4,887-69.7% |