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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 | $47,257 | $77,638-39.1% | $156,551-69.8% | $62,881-24.8% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | -28.16% | 50.33%-78.5pp | 32.23%-60.4pp | 20.14%-48.3pp |
| Employer contribution / active EE | $8,271 | $3,444+140.2% | $5,501+50.3% | $2,281+262.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,673 | $5,561-51.9% | $13,028-79.5% | $4,296-37.8% |