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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 | $59,212 | $64,176-7.7% | $112,249-47.2% | $66,938-11.5% |
| Participation rate | 17.5% | 68.4%-51.0pp | 75.1%-57.6pp | 69.8%-52.3pp |
| Annual return | -25.84% | -13.80%-12.0pp | 27.48%-53.3pp | 1.58%-27.4pp |
| Employer contribution / active EE | $828 | $3,007-72.5% | $3,636-77.2% | $2,545-67.5% |
| Participant deferral / active EE | $1,642 | $3,694-55.5% | $4,729-65.3% | $4,238-61.3% |
| Admin fee / account holder | $509 | $626-18.6% | $6,412-92.1% | $594-14.2% |