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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 | $56,377 | $46,697+20.7% | $117,533-52.0% | $68,486-17.7% |
| Participation rate | 28.3% | 56.8%-28.5pp | 70.6%-42.3pp | 67.9%-39.6pp |
| Annual return | -20.45% | -14.52%-5.9pp | 29.77%-50.2pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $699 | $2,637-73.5% | $4,072-82.8% | $4,028-82.6% |
| Admin fee / account holder | $827 | $4,023-79.4% | $5,647-85.4% | $5,404-84.7% |