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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 | $53,973 | $72,273-25.3% | $101,275-46.7% | $79,856-32.4% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | -11.88% | 22.30%-34.2pp | 46.48%-58.4pp | 31.71%-43.6pp |
| Employer contribution / active EE | $2,130 | $2,691-20.9% | $3,660-41.8% | $2,471-13.8% |
| Participant deferral / active EE | $824 | $3,282-74.9% | $4,371-81.1% | $3,741-78.0% |
| Admin fee / account holder | $851 | $4,401-80.7% | $5,948-85.7% | $5,306-84.0% |