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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 | $44,251 | $64,729-31.6% | $112,263-60.6% | $68,490-35.4% |
| Participation rate | 39.0% | 67.2%-28.1pp | 75.1%-36.0pp | 67.9%-28.9pp |
| Annual return | -24.58% | -11.40%-13.2pp | 27.49%-52.1pp | -7.85%-16.7pp |
| Employer contribution / active EE | $930 | $2,746-66.1% | $3,636-74.4% | $2,597-64.2% |
| Participant deferral / active EE | $1,324 | $3,566-62.9% | $4,729-72.0% | $4,028-67.1% |
| Admin fee / account holder | $4,220 | $5,222-19.2% | $6,410-34.2% | $5,403-21.9% |