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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 | $113,567 | $73,009+55.6% | $90,756+25.1% | $68,495+65.8% |
| Participation rate | 35.9% | 70.8%-34.9pp | 75.7%-39.8pp | 67.9%-32.0pp |
| Annual return | -18.91% | -13.81%-5.1pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $829 | $3,626-77.1% | $4,565-81.8% | $4,028-79.4% |
| Admin fee / account holder | $4,338 | $5,896-26.4% | $8,445-48.6% | $5,403-19.7% |