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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 | $55,304 | $73,009-24.3% | $90,760-39.1% | $68,486-19.2% |
| Participation rate | 31.7% | 70.8%-39.1pp | 75.7%-44.0pp | 67.9%-36.2pp |
| Annual return | -24.44% | -13.81%-10.6pp | -12.16%-12.3pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,302 | $3,626-64.1% | $4,565-71.5% | $4,028-67.7% |
| Admin fee / account holder | $10,554 | $5,896+79.0% | $8,444+25.0% | $5,404+95.3% |