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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 | $28,033 | $77,816-64.0% | $123,552-77.3% | $64,173-56.3% |
| Participation rate | 41.7% | 74.7%-33.0pp | 82.3%-40.6pp | 69.6%-27.9pp |
| Annual return | -11.04% | 12.49%-23.5pp | 119.20%-130.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,120 | $3,014-62.8% | $4,628-75.8% | $2,381-53.0% |
| Participant deferral / active EE | $1,949 | $5,240-62.8% | $6,426-69.7% | $3,470-43.8% |
| Admin fee / account holder | $691 | $5,519-87.5% | $9,285-92.6% | $4,887-85.9% |