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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 | $35,307 | $76,834-54.0% | $108,359-67.4% | $87,485-59.6% |
| Participation rate | 26.7% | 61.7%-35.1pp | 70.1%-43.5pp | 68.9%-42.3pp |
| Annual return | -0.17% | 19.09%-19.3pp | 36.89%-37.1pp | 26.06%-26.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $320 | $3,100-89.7% | $4,137-92.3% | $4,274-92.5% |
| Admin fee / account holder | $10,955 | $6,537+67.6% | $9,741+12.5% | $7,775+40.9% |