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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 | $30,188 | $67,411-55.2% | $91,004-66.8% | $70,126-57.0% |
| Participation rate | 39.4% | 71.4%-32.0pp | 75.6%-36.2pp | 69.5%-30.1pp |
| Annual return | 11.65% | -40.16%+51.8pp | 4.60%+7.1pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $340 | $2,823-87.9% | $3,548-90.4% | $3,332-89.8% |
| Admin fee / account holder | $5,127 | $4,236+21.0% | $5,417-5.4% | $4,645+10.4% |