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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 | $76,376 | $110,083-30.6% | $151,645-49.6% | $68,490+11.5% |
| Participation rate | 65.0% | 84.0%-19.0pp | 87.5%-22.5pp | 67.9%-2.9pp |
| Annual return | -19.83% | -10.12%-9.7pp | 3.34%-23.2pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,384 | $4,470-69.0% | $6,165-77.6% | $2,597-46.7% |
| Participant deferral / active EE | $2,795 | $6,526-57.2% | $8,363-66.6% | $4,028-30.6% |
| Admin fee / account holder | $5,350 | $7,718-30.7% | $11,614-53.9% | $5,403-1.0% |