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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 | $52,219 | $77,817-32.9% | $123,553-57.7% | $64,173-18.6% |
| Participation rate | 45.8% | 74.7%-28.9pp | 82.3%-36.5pp | 69.6%-23.8pp |
| Annual return | -8.71% | 12.49%-21.2pp | 119.21%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,353 | $3,014-55.1% | $4,628-70.8% | $2,381-43.2% |
| Participant deferral / active EE | $2,183 | $5,240-58.3% | $6,426-66.0% | $3,470-37.1% |
| Admin fee / account holder | $1,674 | $5,519-69.7% | $9,284-82.0% | $4,887-65.7% |