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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 | $60,992 | $64,729-5.8% | $112,263-45.7% | $68,490-10.9% |
| Participation rate | 14.3% | 67.2%-52.9pp | 75.1%-60.8pp | 67.9%-53.6pp |
| Annual return | -20.56% | -11.40%-9.2pp | 27.49%-48.0pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,269 | $2,746-53.8% | $3,636-65.1% | $2,597-51.1% |
| Participant deferral / active EE | $348 | $3,566-90.2% | $4,729-92.6% | $4,028-91.4% |
| Admin fee / account holder | $2,114 | $5,222-59.5% | $6,410-67.0% | $5,403-60.9% |