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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 | $31,905 | $77,817-59.0% | $123,553-74.2% | $64,173-50.3% |
| Participation rate | 52.3% | 74.7%-22.4pp | 82.3%-30.0pp | 69.6%-17.3pp |
| Annual return | -8.46% | 12.49%-20.9pp | 119.21%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,124 | $3,014-62.7% | $4,628-75.7% | $2,381-52.8% |
| Participant deferral / active EE | $1,498 | $5,240-71.4% | $6,426-76.7% | $3,470-56.8% |
| Admin fee / account holder | $6,447 | $5,519+16.8% | $9,284-30.6% | $4,887+31.9% |