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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 | $29,158 | $73,009-60.1% | $90,756-67.9% | $68,495-57.4% |
| Participation rate | 44.1% | 70.8%-26.7pp | 75.7%-31.6pp | 67.9%-23.8pp |
| Annual return | -19.73% | -13.81%-5.9pp | -12.16%-7.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $677 | $2,193-69.1% | $2,922-76.8% | $2,596-73.9% |
| Participant deferral / active EE | $1,207 | $3,626-66.7% | $4,565-73.6% | $4,028-70.0% |
| Admin fee / account holder | $2,315 | $5,896-60.7% | $8,445-72.6% | $5,403-57.2% |