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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 | $38,883 | $60,349-35.6% | $74,184-47.6% | $62,881-38.2% |
| Participation rate | 46.4% | 72.7%-26.3pp | 76.6%-30.2pp | 69.3%-22.9pp |
| Annual return | -8.28% | 21.38%-29.7pp | 17.74%-26.0pp | 20.14%-28.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,244 | $2,856-56.4% | $3,550-65.0% | $3,203-61.2% |
| Admin fee / account holder | $593 | $4,261-86.1% | $5,586-89.4% | $4,296-86.2% |