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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 | $61,648 | $181,896-66.1% | $156,551-60.6% | $273,972-77.5% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | -1.48% | 30.74%-32.2pp | 32.23%-33.7pp | 41.46%-42.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $745 | $5,550-86.6% | $4,871-84.7% | $5,287-85.9% |
| Admin fee / account holder | $16,160 | $15,560+3.9% | $13,028+24.0% | $10,133+59.5% |