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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 | $43,340 | $77,817-44.3% | $123,553-64.9% | $64,173-32.5% |
| Participation rate | 50.5% | 74.7%-24.2pp | 82.3%-31.8pp | 69.6%-19.0pp |
| Annual return | -8.13% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,229 | $3,014-59.2% | $4,628-73.4% | $2,381-48.4% |
| Participant deferral / active EE | $2,181 | $5,240-58.4% | $6,426-66.1% | $3,470-37.2% |
| Admin fee / account holder | $1,271 | $5,519-77.0% | $9,284-86.3% | $4,887-74.0% |