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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 | $55,627 | $73,009-23.8% | $90,756-38.7% | $68,495-18.8% |
| Participation rate | 54.0% | 70.8%-16.8pp | 75.7%-21.7pp | 67.9%-13.9pp |
| Annual return | -19.57% | -13.81%-5.8pp | -12.16%-7.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $551 | $2,193-74.9% | $2,922-81.2% | $2,596-78.8% |
| Participant deferral / active EE | $1,372 | $3,626-62.2% | $4,565-69.9% | $4,028-65.9% |
| Admin fee / account holder | $4,656 | $5,896-21.0% | $8,445-44.9% | $5,403-13.8% |