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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 | $34,616 | $153,769-77.5% | $133,975-74.2% | $273,972-87.4% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | -0.29% | 36.51%-36.8pp | 29.29%-29.6pp | 41.46%-41.7pp |
| Employer contribution / active EE | $3,943 | $6,029-34.6% | $5,211-24.3% | $4,869-19.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,303 | $11,765-20.9% | $9,324-0.2% | $10,133-8.2% |