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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 | $34,646 | $77,816-55.5% | $123,552-72.0% | $64,173-46.0% |
| Participation rate | 31.9% | 74.7%-42.8pp | 82.3%-50.4pp | 69.6%-37.7pp |
| Annual return | -11.19% | 12.49%-23.7pp | 119.20%-130.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,643 | $5,240-68.6% | $6,426-74.4% | $3,470-52.6% |
| Admin fee / account holder | $1,481 | $5,519-73.2% | $9,285-84.0% | $4,887-69.7% |