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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 | $37,043 | $77,816-52.4% | $123,549-70.0% | $64,181-42.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -13.70% | 12.49%-26.2pp | 119.20%-132.9pp | 7.63%-21.3pp |
| Employer contribution / active EE | $1,032 | $3,014-65.8% | $4,628-77.7% | $2,381-56.7% |
| Participant deferral / active EE | $2,028 | $5,240-61.3% | $6,426-68.4% | $3,470-41.6% |
| Admin fee / account holder | $2,732 | $5,519-50.5% | $9,284-70.6% | $4,887-44.1% |