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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 | $54,838 | $82,678-33.7% | $125,391-56.3% | $68,490-19.9% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -19.90% | -5.97%-13.9pp | 572.41%-592.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,023 | $3,382-69.8% | $4,816-78.8% | $2,597-60.6% |
| Participant deferral / active EE | $2,126 | $6,111-65.2% | $7,448-71.5% | $4,028-47.2% |
| Admin fee / account holder | $2,821 | $6,277-55.1% | $10,009-71.8% | $5,403-47.8% |