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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 | $43,443 | $97,020-55.2% | $83,327-47.9% | $135,380-67.9% |
| Participation rate | 41.2% | 80.4%-39.2pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -10.06% | 12.31%-22.4pp | 10.64%-20.7pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,338 | $4,144-67.7% | $3,379-60.4% | $4,779-72.0% |
| Participant deferral / active EE | $1,493 | $5,964-75.0% | $5,565-73.2% | $5,609-73.4% |
| Admin fee / account holder | $786 | $8,426-90.7% | $7,540-89.6% | $10,828-92.7% |