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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 | $51,453 | $67,411-23.7% | $91,004-43.5% | $70,126-26.6% |
| Participation rate | 42.2% | 71.4%-29.1pp | 75.6%-33.4pp | 69.5%-27.3pp |
| Annual return | 8.55% | -40.16%+48.7pp | 4.60%+3.9pp | 73.15%-64.6pp |
| Employer contribution / active EE | $440 | $1,786-75.4% | $2,456-82.1% | $2,343-81.2% |
| Participant deferral / active EE | $879 | $2,823-68.9% | $3,548-75.2% | $3,332-73.6% |
| Admin fee / account holder | $1,106 | $4,236-73.9% | $5,417-79.6% | $4,645-76.2% |