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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 | $35,097 | $73,009-51.9% | $90,760-61.3% | $68,486-48.8% |
| Participation rate | 30.3% | 70.8%-40.5pp | 75.7%-45.4pp | 67.9%-37.6pp |
| Annual return | -18.84% | -13.81%-5.0pp | -12.16%-6.7pp | -7.85%-11.0pp |
| Employer contribution / active EE | $737 | $2,193-66.4% | $2,922-74.8% | $2,597-71.6% |
| Participant deferral / active EE | $1,140 | $3,626-68.6% | $4,565-75.0% | $4,028-71.7% |
| Admin fee / account holder | $565 | $5,896-90.4% | $8,444-93.3% | $5,404-89.5% |