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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 | $44,445 | $82,674-46.2% | $125,363-64.5% | $68,495-35.1% |
| Participation rate | 31.3% | 75.0%-43.8pp | 82.4%-51.1pp | 67.9%-36.6pp |
| Annual return | -19.78% | -5.97%-13.8pp | 572.15%-591.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,090 | $3,382-67.8% | $4,815-77.4% | $2,596-58.0% |
| Participant deferral / active EE | $1,904 | $6,111-68.8% | $7,447-74.4% | $4,028-52.7% |
| Admin fee / account holder | $2,897 | $6,276-53.8% | $10,005-71.0% | $5,403-46.4% |