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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 | $44,935 | $110,083-59.2% | $151,639-70.4% | $68,486-34.4% |
| Participation rate | 65.7% | 84.0%-18.2pp | 87.5%-21.8pp | 67.9%-2.2pp |
| Annual return | -18.91% | -10.12%-8.8pp | 3.34%-22.2pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,443 | $4,470-45.3% | $6,165-60.4% | $2,597-5.9% |
| Participant deferral / active EE | $1,495 | $6,526-77.1% | $8,363-82.1% | $4,028-62.9% |
| Admin fee / account holder | $2,372 | $7,718-69.3% | $11,613-79.6% | $5,404-56.1% |