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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 | $44,046 | $60,349-27.0% | $74,184-40.6% | $62,881-30.0% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | -5.60% | 21.38%-27.0pp | 17.74%-23.3pp | 20.14%-25.7pp |
| Employer contribution / active EE | $789 | $1,680-53.1% | $2,370-66.7% | $2,281-65.4% |
| Participant deferral / active EE | $515 | $2,856-82.0% | $3,550-85.5% | $3,203-83.9% |
| Admin fee / account holder | $2,926 | $4,261-31.3% | $5,586-47.6% | $4,296-31.9% |