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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 | $95,453-32.2% | $112,040-42.2% | $82,448-21.5% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | -2.02% | 23.92%-25.9pp | 24.52%-26.5pp | 41.64%-43.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $664 | $4,224-84.3% | $5,098-87.0% | $4,139-84.0% |
| Admin fee / account holder | $1,386 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |