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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 | $35,924 | $49,025-26.7% | $87,502-58.9% | $62,881-42.9% |
| Participation rate | 43.2% | 64.9%-21.6pp | 73.8%-30.6pp | 69.3%-26.1pp |
| Annual return | -8.05% | 10.02%-18.1pp | 12.21%-20.3pp | 20.14%-28.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $813 | $2,289-64.5% | $3,149-74.2% | $3,203-74.6% |
| Admin fee / account holder | $426 | $4,065-89.5% | $4,221-89.9% | $4,296-90.1% |