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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 | $36,049 | $71,878-49.8% | $86,698-58.4% | $68,486-47.4% |
| Participation rate | 42.1% | 72.2%-30.1pp | 76.6%-34.5pp | 67.9%-25.8pp |
| Annual return | -20.11% | 3.53%-23.6pp | 35.95%-56.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,148 | $2,173-47.2% | $2,837-59.5% | $2,597-55.8% |
| Participant deferral / active EE | $1,277 | $3,779-66.2% | $4,656-72.6% | $4,028-68.3% |
| Admin fee / account holder | $1,986 | $6,113-67.5% | $7,493-73.5% | $5,404-63.3% |