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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 | $50,409 | $77,816-35.2% | $123,549-59.2% | $64,181-21.5% |
| Participation rate | 23.2% | 74.7%-51.5pp | 82.3%-59.1pp | 69.6%-46.4pp |
| Annual return | -10.38% | 12.49%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $640 | $3,014-78.8% | $4,628-86.2% | $2,381-73.1% |
| Participant deferral / active EE | $1,613 | $5,240-69.2% | $6,426-74.9% | $3,470-53.5% |
| Admin fee / account holder | $533 | $5,519-90.3% | $9,284-94.3% | $4,887-89.1% |