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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 | $21,224 | $67,894-68.7% | $89,340-76.2% | $82,448-74.3% |
| Participation rate | 11.5% | 64.0%-52.5pp | 69.6%-58.0pp | 68.1%-56.5pp |
| Annual return | -5.12% | 19.21%-24.3pp | 20.57%-25.7pp | 41.64%-46.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $890 | $3,072-71.0% | $3,823-76.7% | $4,139-78.5% |
| Admin fee / account holder | $6,015 | $5,723+5.1% | $6,704-10.3% | $7,234-16.9% |