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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 | $111,946 | $48,267+131.9% | $68,794+62.7% | $68,495+63.4% |
| Participation rate | 22.9% | 60.7%-37.8pp | 69.0%-46.2pp | 67.9%-45.0pp |
| Annual return | -20.69% | -12.70%-8.0pp | -6.37%-14.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $869 | $2,867-69.7% | $3,941-77.9% | $4,028-78.4% |
| Admin fee / account holder | $1,549 | $4,362-64.5% | $4,934-68.6% | $5,403-71.3% |