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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 | $61,065 | $60,349+1.2% | $74,184-17.7% | $62,881-2.9% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | -8.58% | 21.38%-30.0pp | 17.74%-26.3pp | 20.14%-28.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,010 | $2,856-64.6% | $3,550-71.5% | $3,203-68.5% |
| Admin fee / account holder | $1,953 | $4,261-54.2% | $5,586-65.0% | $4,296-54.5% |