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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 | $27,588 | $215,361-87.2% | $171,082-83.9% | $273,972-89.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | -0.97% | 25.14%-26.1pp | 32.56%-33.5pp | 41.46%-42.4pp |
| Employer contribution / active EE | $641 | $4,967-87.1% | $4,002-84.0% | $4,869-86.8% |
| Participant deferral / active EE | $641 | $5,543-88.4% | $4,797-86.6% | $5,287-87.9% |
| Admin fee / account holder | $18,015 | $10,846+66.1% | $8,520+111.5% | $10,133+77.8% |