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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 | $48,994 | $52,836-7.3% | $105,738-53.7% | $64,173-23.7% |
| Participation rate | 14.3% | 66.5%-52.3pp | 76.3%-62.0pp | 69.6%-55.3pp |
| Annual return | -9.04% | 14.30%-23.3pp | 6.27%-15.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $407 | $2,545-84.0% | $4,080-90.0% | $3,470-88.3% |
| Admin fee / account holder | $913 | $3,959-76.9% | $6,913-86.8% | $4,887-81.3% |