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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 | $53,794 | $77,816-30.9% | $123,549-56.5% | $64,181-16.2% |
| Participation rate | 41.0% | 74.7%-33.7pp | 82.3%-41.3pp | 69.6%-28.6pp |
| Annual return | -9.30% | 12.49%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $942 | $3,014-68.8% | $4,628-79.7% | $2,381-60.4% |
| Participant deferral / active EE | $1,761 | $5,240-66.4% | $6,426-72.6% | $3,470-49.2% |
| Admin fee / account holder | $728 | $5,519-86.8% | $9,284-92.2% | $4,887-85.1% |