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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 | $44,450 | $81,870-45.7% | $119,634-62.8% | $68,490-35.1% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.6pp | 67.9%-16.2pp |
| Annual return | -27.11% | -23.82%-3.3pp | -14.98%-12.1pp | -7.85%-19.3pp |
| Employer contribution / active EE | $1,035 | $2,692-61.5% | $4,232-75.5% | $2,597-60.1% |
| Participant deferral / active EE | $1,397 | $4,148-66.3% | $5,601-75.1% | $4,028-65.3% |
| Admin fee / account holder | $3,554 | $6,583-46.0% | $10,329-65.6% | $5,403-34.2% |