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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 | $53,735 | $72,404-25.8% | $110,243-51.3% | $64,173-16.3% |
| Participation rate | 31.2% | 73.3%-42.2pp | 79.8%-48.7pp | 69.6%-38.4pp |
| Annual return | -7.83% | -6.29%-1.5pp | 314.76%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $878 | $2,282-61.5% | $3,827-77.1% | $2,381-63.1% |
| Participant deferral / active EE | $1,233 | $3,469-64.5% | $4,672-73.6% | $3,470-64.5% |
| Admin fee / account holder | $2,822 | $5,664-50.2% | $8,548-67.0% | $4,887-42.3% |