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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 | $52,342 | $64,729-19.1% | $112,263-53.4% | $68,490-23.6% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -23.00% | -11.40%-11.6pp | 27.49%-50.5pp | -7.85%-15.1pp |
| Employer contribution / active EE | $934 | $2,746-66.0% | $3,636-74.3% | $2,597-64.0% |
| Participant deferral / active EE | $1,370 | $3,566-61.6% | $4,729-71.0% | $4,028-66.0% |
| Admin fee / account holder | $7,276 | $5,222+39.3% | $6,410+13.5% | $5,403+34.7% |