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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 | $58,326 | $64,719-9.9% | $112,249-48.0% | $68,486-14.8% |
| Participation rate | 36.2% | 67.2%-30.9pp | 75.1%-38.9pp | 67.9%-31.7pp |
| Annual return | -21.09% | -11.40%-9.7pp | 27.48%-48.6pp | -7.85%-13.2pp |
| Employer contribution / active EE | $794 | $2,747-71.1% | $3,636-78.2% | $2,597-69.4% |
| Participant deferral / active EE | $1,487 | $3,565-58.3% | $4,729-68.6% | $4,028-63.1% |
| Admin fee / account holder | $951 | $5,232-81.8% | $6,412-85.2% | $5,404-82.4% |