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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 | $46,857 | $77,816-39.8% | $123,552-62.1% | $64,173-27.0% |
| Participation rate | 38.9% | 74.7%-35.8pp | 82.3%-43.4pp | 69.6%-30.7pp |
| Annual return | -8.36% | 12.49%-20.8pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,007 | $5,240-61.7% | $6,426-68.8% | $3,470-42.1% |
| Admin fee / account holder | $1,681 | $5,519-69.5% | $9,285-81.9% | $4,887-65.6% |