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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 | $28,978 | $69,977-58.6% | $108,582-73.3% | $62,881-53.9% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 3.62% | 10.73%-7.1pp | -51.70%+55.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $319 | $3,165-89.9% | $4,311-92.6% | $3,203-90.0% |
| Admin fee / account holder | $2,465 | $5,076-51.4% | $7,645-67.8% | $4,296-42.6% |