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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 | $37,064 | $72,177-48.6% | $115,038-67.8% | $59,633-37.8% |
| Participation rate | 46.1% | 72.6%-26.5pp | 81.4%-35.3pp | 68.7%-22.6pp |
| Annual return | -5.33% | 12.02%-17.3pp | 26.14%-31.5pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $1,276 | $2,841-55.1% | $4,608-72.3% | $2,203-42.1% |
| Participant deferral / active EE | $1,635 | $4,783-65.8% | $6,026-72.9% | $3,192-48.8% |
| Admin fee / account holder | $1,681 | $4,927-65.9% | $8,175-79.4% | $4,297-60.9% |