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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 | $64,741 | $104,098-37.8% | $140,514-53.9% | $94,015-31.1% |
| Participation rate | 57.1% | 73.7%-16.6pp | 77.8%-20.7pp | 70.8%-13.7pp |
| Annual return | -2.02% | 15.14%-17.2pp | 14.36%-16.4pp | 17.84%-19.9pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $664 | $4,033-83.5% | $4,919-86.5% | $4,249-84.4% |
| Admin fee / account holder | $1,386 | $10,439-86.7% | $13,697-89.9% | $8,951-84.5% |