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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 | $24,866 | $99,345-75.0% | $84,753-70.7% | $273,972-90.9% |
| Participation rate | 63.2% | 80.7%-17.5pp | 76.6%-13.4pp | 83.0%-19.9pp |
| Annual return | -0.41% | 22.93%-23.3pp | 22.78%-23.2pp | 41.46%-41.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $631 | $4,270-85.2% | $3,712-83.0% | $5,287-88.1% |
| Admin fee / account holder | $5,197 | $6,645-21.8% | $5,333-2.5% | $10,133-48.7% |