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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 | $56,973 | $64,719-12.0% | $112,249-49.2% | $68,486-16.8% |
| Participation rate | 25.6% | 67.2%-41.6pp | 75.1%-49.5pp | 67.9%-42.3pp |
| Annual return | -21.11% | -11.40%-9.7pp | 27.48%-48.6pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $868 | $3,565-75.7% | $4,729-81.7% | $4,028-78.5% |
| Admin fee / account holder | $9,561 | $5,232+82.7% | $6,412+49.1% | $5,404+76.9% |