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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 | $43,580 | $82,674-47.3% | $125,381-65.2% | $68,486-36.4% |
| Participation rate | 38.3% | 75.1%-36.7pp | 82.4%-44.0pp | 67.9%-29.6pp |
| Annual return | -21.71% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,076 | $3,382-68.2% | $4,815-77.7% | $2,597-58.6% |
| Participant deferral / active EE | $2,001 | $6,111-67.3% | $7,448-73.1% | $4,028-50.3% |
| Admin fee / account holder | $1,171 | $6,277-81.3% | $10,007-88.3% | $5,404-78.3% |