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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 | $34,061 | $72,404-53.0% | $110,243-69.1% | $64,173-46.9% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.0pp |
| Annual return | -9.53% | -6.29%-3.2pp | 314.76%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,270 | $2,282-44.3% | $3,827-66.8% | $2,381-46.7% |
| Participant deferral / active EE | $1,550 | $3,469-55.3% | $4,672-66.8% | $3,470-55.3% |
| Admin fee / account holder | $3,558 | $5,664-37.2% | $8,548-58.4% | $4,887-27.2% |