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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 | $50,432 | $86,919-42.0% | $102,457-50.8% | $80,911-37.7% |
| Participation rate | 38.4% | 72.4%-34.0pp | 76.5%-38.1pp | 67.6%-29.3pp |
| Annual return | -1.13% | 18.90%-20.0pp | 29.41%-30.5pp | 35.63%-36.8pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $434 | $4,119-89.5% | $5,054-91.4% | $4,297-89.9% |
| Admin fee / account holder | $392 | $8,049-95.1% | $9,451-95.9% | $6,935-94.3% |