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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 | $54,120 | $56,287-3.8% | $80,977-33.2% | $62,881-13.9% |
| Participation rate | 23.8% | 68.9%-45.1pp | 75.8%-52.0pp | 69.3%-45.5pp |
| Annual return | -1.85% | 22.13%-24.0pp | 17.11%-19.0pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $135 | $4,196-96.8% | $5,696-97.6% | $3,203-95.8% |
| Admin fee / account holder | $1,452 | $3,742-61.2% | $5,517-73.7% | $4,296-66.2% |