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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 | $26,295 | $54,239-51.5% | $70,098-62.5% | $68,495-61.6% |
| Participation rate | 25.0% | 64.5%-39.5pp | 70.5%-45.5pp | 67.9%-42.9pp |
| Annual return | -25.78% | -13.87%-11.9pp | 190.76%-216.5pp | -7.84%-17.9pp |
| Employer contribution / active EE | $2,556 | $2,019+26.6% | $2,560-0.2% | $2,596-1.5% |
| Participant deferral / active EE | $355 | $2,957-88.0% | $3,849-90.8% | $4,028-91.2% |
| Admin fee / account holder | $4,276 | $4,691-8.9% | $6,266-31.8% | $5,403-20.9% |