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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 | $52,381 | $71,878-27.1% | $86,698-39.6% | $68,486-23.5% |
| Participation rate | 39.0% | 72.2%-33.2pp | 76.6%-37.6pp | 67.9%-28.9pp |
| Annual return | -20.82% | 3.53%-24.4pp | 35.95%-56.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,020 | $3,779-73.0% | $4,656-78.1% | $4,028-74.7% |
| Admin fee / account holder | $8,107 | $6,113+32.6% | $7,493+8.2% | $5,404+50.0% |