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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 | $53,027 | $110,083-51.8% | $151,628-65.0% | $68,495-22.6% |
| Participation rate | 23.2% | 84.0%-60.8pp | 87.5%-64.3pp | 67.9%-44.7pp |
| Annual return | -19.81% | -10.12%-9.7pp | 3.34%-23.2pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,792 | $6,526-57.2% | $8,363-66.6% | $4,028-30.7% |
| Admin fee / account holder | $6,429 | $7,718-16.7% | $11,613-44.6% | $5,403+19.0% |