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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 | $56,488 | $71,878-21.4% | $86,698-34.8% | $68,486-17.5% |
| Participation rate | 23.3% | 72.2%-48.9pp | 76.6%-53.3pp | 67.9%-44.6pp |
| Annual return | -29.85% | 3.53%-33.4pp | 35.95%-65.8pp | -7.85%-22.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $583 | $3,779-84.6% | $4,656-87.5% | $4,028-85.5% |
| Admin fee / account holder | $1,940 | $6,113-68.3% | $7,493-74.1% | $5,404-64.1% |