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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 | $40,613 | $42,396-4.2% | $67,313-39.7% | $56,287-27.8% |
| Participation rate | 42.0% | 61.0%-19.0pp | 69.1%-27.1pp | 69.9%-27.9pp |
| Annual return | -8.30% | -36.63%+28.3pp | -4.08%-4.2pp | -9.96%+1.7pp |
| Employer contribution / active EE | $3,624 | $1,414+156.4% | $2,566+41.3% | $2,111+71.7% |
| Participant deferral / active EE | $756 | $2,360-68.0% | $3,568-78.8% | $3,350-77.4% |
| Admin fee / account holder | $8,611 | $510+1589.7% | $4,507+91.1% | $521+1553.0% |