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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 | $50,905 | $83,908-39.3% | $68,509-25.7% | $125,389-59.4% |
| Participation rate | 63.2% | 78.2%-15.0pp | 74.7%-11.6pp | 83.2%-20.0pp |
| Annual return | -4.83% | 14.48%-19.3pp | 8.27%-13.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $466 | $4,125-88.7% | $3,382-86.2% | $5,352-91.3% |
| Admin fee / account holder | $10,929 | $8,982+21.7% | $5,275+107.2% | $9,541+14.6% |