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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 | $39,636 | $89,367-55.6% | $141,191-71.9% | $72,975-45.7% |
| Participation rate | 36.1% | 75.1%-39.0pp | 82.5%-46.4pp | 69.5%-33.4pp |
| Annual return | -9.73% | 111.87%-121.6pp | 71.41%-81.1pp | 81.01%-90.7pp |
| Employer contribution / active EE | $1,379 | $3,115-55.7% | $4,736-70.9% | $2,440-43.5% |
| Participant deferral / active EE | $2,237 | $5,419-58.7% | $6,710-66.7% | $3,608-38.0% |
| Admin fee / account holder | $14,722 | $5,957+147.2% | $10,264+43.4% | $5,124+187.3% |