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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 | $66,407 | $88,707-25.1% | $74,184-10.5% | $273,972-75.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | -1.81% | 11.94%-13.8pp | 17.74%-19.5pp | 41.46%-43.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $642 | $4,212-84.8% | $3,550-81.9% | $5,287-87.9% |
| Admin fee / account holder | $879 | $8,717-89.9% | $5,586-84.3% | $10,133-91.3% |