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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 | $39,395 | $106,247-62.9% | $96,515-59.2% | $139,466-71.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | -3.78% | 38.47%-42.2pp | 35.73%-39.5pp | 373.66%-377.4pp |
| Employer contribution / active EE | $2,230 | $4,106-45.7% | $3,740-40.4% | $4,754-53.1% |
| Participant deferral / active EE | $753 | $5,456-86.2% | $4,880-84.6% | $6,712-88.8% |
| Admin fee / account holder | $8,127 | $7,885+3.1% | $6,735+20.7% | $11,409-28.8% |