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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 | $42,560 | $110,083-61.3% | $151,645-71.9% | $68,490-37.9% |
| Participation rate | 51.4% | 84.0%-32.6pp | 87.5%-36.1pp | 67.9%-16.5pp |
| Annual return | -20.93% | -10.12%-10.8pp | 3.34%-24.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,779 | $6,526-72.7% | $8,363-78.7% | $4,028-55.8% |
| Admin fee / account holder | $1,855 | $7,718-76.0% | $11,614-84.0% | $5,403-65.7% |