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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 | $91,387 | $42,909+113.0% | $60,906+50.0% | $68,486+33.4% |
| Participation rate | 20.0% | 66.8%-46.8pp | 73.1%-53.1pp | 67.9%-47.9pp |
| Annual return | -24.98% | -13.99%-11.0pp | 16.94%-41.9pp | -7.85%-17.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $568 | $2,866-80.2% | $3,814-85.1% | $4,028-85.9% |
| Admin fee / account holder | $3,729 | $3,104+20.1% | $3,227+15.6% | $5,404-31.0% |