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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 | $48,793 | $56,287-13.3% | $80,977-39.7% | $62,881-22.4% |
| Participation rate | 45.1% | 68.9%-23.9pp | 75.8%-30.7pp | 69.3%-24.2pp |
| Annual return | -0.94% | 22.13%-23.1pp | 17.11%-18.0pp | 20.14%-21.1pp |
| Employer contribution / active EE | $446 | $1,943-77.1% | $3,715-88.0% | $2,281-80.5% |
| Participant deferral / active EE | $1,349 | $4,196-67.8% | $5,696-76.3% | $3,203-57.9% |
| Admin fee / account holder | $5,103 | $3,742+36.4% | $5,517-7.5% | $4,296+18.8% |