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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 | $51,356 | $77,816-34.0% | $123,549-58.4% | $64,181-20.0% |
| Participation rate | 29.8% | 74.7%-44.9pp | 82.3%-52.5pp | 69.6%-39.7pp |
| Annual return | -16.38% | 12.49%-28.9pp | 119.20%-135.6pp | 7.63%-24.0pp |
| Employer contribution / active EE | $590 | $3,014-80.4% | $4,628-87.3% | $2,381-75.2% |
| Participant deferral / active EE | $1,207 | $5,240-77.0% | $6,426-81.2% | $3,470-65.2% |
| Admin fee / account holder | $6,126 | $5,519+11.0% | $9,284-34.0% | $4,887+25.4% |