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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 | $24,889 | $61,660-59.6% | $80,022-68.9% | $64,173-61.2% |
| Participation rate | 24.4% | 71.7%-47.2pp | 75.8%-51.4pp | 69.6%-45.1pp |
| Annual return | -9.77% | -0.33%-9.4pp | 11.22%-21.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $891 | $2,968-70.0% | $3,686-75.8% | $3,470-74.3% |
| Admin fee / account holder | $628 | $5,417-88.4% | $6,521-90.4% | $4,887-87.2% |