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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 | $26,700 | $56,894-53.1% | $84,753-68.5% | $62,881-57.5% |
| Participation rate | 52.0% | 68.5%-16.5pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | -2.63% | 6.30%-8.9pp | 22.78%-25.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $835 | $2,709-69.2% | $3,712-77.5% | $3,203-73.9% |
| Admin fee / account holder | $393 | $3,581-89.0% | $5,333-92.6% | $4,296-90.8% |