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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 | $45,086 | $77,817-42.1% | $123,553-63.5% | $64,173-29.7% |
| Participation rate | 47.4% | 74.7%-27.3pp | 82.3%-34.9pp | 69.6%-22.2pp |
| Annual return | -9.63% | 12.49%-22.1pp | 119.21%-128.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,239 | $5,240-76.4% | $6,426-80.7% | $3,470-64.3% |
| Admin fee / account holder | $801 | $5,519-85.5% | $9,284-91.4% | $4,887-83.6% |