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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 | $57,183 | $136,860-58.2% | $120,344-52.5% | $154,746-63.0% |
| Participation rate | 45.5% | 79.9%-34.4pp | 76.7%-31.3pp | 80.7%-35.2pp |
| Annual return | -15.83% | 21.38%-37.2pp | 20.30%-36.1pp | 172.34%-188.2pp |
| Employer contribution / active EE | $970 | $3,533-72.5% | $3,020-67.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,659 | $5,793-71.4% | $5,135-67.7% | $6,730-75.3% |
| Admin fee / account holder | $1,609 | $15,393-89.5% | $12,742-87.4% | $14,365-88.8% |