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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 | $32,795 | $60,349-45.7% | $74,184-55.8% | $62,881-47.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | -4.98% | 21.38%-26.4pp | 17.74%-22.7pp | 20.14%-25.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $932 | $2,856-67.4% | $3,550-73.7% | $3,203-70.9% |
| Admin fee / account holder | $4,244 | $4,261-0.4% | $5,586-24.0% | $4,296-1.2% |