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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 | $44,091 | $76,551-42.4% | $123,894-64.4% | $62,881-29.9% |
| Participation rate | 27.0% | 73.0%-46.0pp | 81.4%-54.4pp | 69.3%-42.3pp |
| Annual return | -17.38% | 18.68%-36.1pp | 47.52%-64.9pp | 20.14%-37.5pp |
| Employer contribution / active EE | $1,235 | $2,882-57.2% | $4,617-73.3% | $2,281-45.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,610 | $4,826+57.7% | $8,357-8.9% | $4,296+77.1% |