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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 | $47,463 | $77,638-38.9% | $156,551-69.7% | $62,881-24.5% |
| Participation rate | 19.0% | 71.2%-52.2pp | 84.0%-65.0pp | 69.3%-50.3pp |
| Annual return | -0.55% | 50.33%-50.9pp | 32.23%-32.8pp | 20.14%-20.7pp |
| Employer contribution / active EE | $647 | $3,444-81.2% | $5,501-88.2% | $2,281-71.6% |
| Participant deferral / active EE | $409 | $3,046-86.6% | $4,871-91.6% | $3,203-87.2% |
| Admin fee / account holder | $1,086 | $5,561-80.5% | $13,028-91.7% | $4,296-74.7% |