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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 | $47,616 | $162,821-70.8% | $133,978-64.5% | $158,982-70.0% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | -6.11% | 41.95%-48.1pp | 45.10%-51.2pp | 302.99%-309.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $512 | $5,910-91.3% | $5,047-89.9% | $5,983-91.4% |
| Admin fee / account holder | $9,156 | $11,742-22.0% | $8,930+2.5% | $11,252-18.6% |