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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 | $39,993 | $61,660-35.1% | $80,022-50.0% | $64,173-37.7% |
| Participation rate | 35.6% | 71.7%-36.1pp | 75.8%-40.3pp | 69.6%-34.0pp |
| Annual return | -8.06% | -0.33%-7.7pp | 11.22%-19.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $850 | $2,968-71.4% | $3,686-76.9% | $3,470-75.5% |
| Admin fee / account holder | $2,715 | $5,417-49.9% | $6,521-58.4% | $4,887-44.4% |