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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 | $41,937 | $64,176-34.7% | $112,263-62.6% | $66,949-37.4% |
| Participation rate | 21.4% | 68.4%-47.1pp | 75.1%-53.7pp | 69.8%-48.5pp |
| Annual return | -23.49% | -13.80%-9.7pp | 27.49%-51.0pp | 1.57%-25.1pp |
| Employer contribution / active EE | $979 | $3,007-67.4% | $3,636-73.1% | $2,545-61.5% |
| Participant deferral / active EE | $1,358 | $3,694-63.2% | $4,729-71.3% | $4,239-68.0% |
| Admin fee / account holder | $3,862 | $626+517.1% | $6,410-39.8% | $594+550.6% |