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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 | $35,630 | $83,427-57.3% | $115,756-69.2% | $68,490-48.0% |
| Participation rate | 35.8% | 71.9%-36.1pp | 77.1%-41.2pp | 67.9%-32.0pp |
| Annual return | -19.13% | -10.95%-8.2pp | 143.14%-162.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $945 | $3,075-69.3% | $3,793-75.1% | $2,597-63.6% |
| Participant deferral / active EE | $1,822 | $5,355-66.0% | $6,254-70.9% | $4,028-54.8% |
| Admin fee / account holder | $3,229 | $5,708-43.4% | $8,124-60.3% | $5,403-40.2% |