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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 | $50,679 | $62,589-19.0% | $76,768-34.0% | $64,173-21.0% |
| Participation rate | 29.4% | 72.8%-43.4pp | 77.0%-47.6pp | 69.6%-40.2pp |
| Annual return | -7.68% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,345 | $3,145-57.2% | $3,852-65.1% | $3,470-61.2% |
| Admin fee / account holder | $1,505 | $4,667-67.8% | $6,675-77.5% | $4,887-69.2% |