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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 | $48,464 | $133,998-63.8% | $112,263-56.8% | $134,545-64.0% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.2pp |
| Annual return | -30.69% | 47.17%-77.9pp | 27.49%-58.2pp | 418.37%-449.1pp |
| Employer contribution / active EE | $2,121 | $4,040-47.5% | $3,636-41.7% | $4,742-55.3% |
| Participant deferral / active EE | $881 | $5,292-83.4% | $4,729-81.4% | $6,401-86.2% |
| Admin fee / account holder | $732 | $7,493-90.2% | $6,410-88.6% | $11,431-93.6% |