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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 | $36,672 | $60,349-39.2% | $74,184-50.6% | $62,881-41.7% |
| Participation rate | 59.4% | 72.7%-13.4pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | -3.24% | 21.38%-24.6pp | 17.74%-21.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $730 | $2,856-74.5% | $3,550-79.4% | $3,203-77.2% |
| Admin fee / account holder | $641 | $4,261-84.9% | $5,586-88.5% | $4,296-85.1% |