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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 | $44,059 | $91,167-51.7% | $178,498-75.3% | $79,858-44.8% |
| Participation rate | 24.1% | 69.2%-45.1pp | 81.9%-57.8pp | 69.6%-45.5pp |
| Annual return | -6.33% | 24.19%-30.5pp | 151.09%-157.4pp | 31.72%-38.0pp |
| Employer contribution / active EE | $593 | $3,255-81.8% | $5,011-88.2% | $2,471-76.0% |
| Participant deferral / active EE | $626 | $3,236-80.6% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $4,775 | $6,747-29.2% | $13,985-65.9% | $5,306-10.0% |