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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 | $54,949 | $61,660-10.9% | $80,022-31.3% | $64,173-14.4% |
| Participation rate | 32.3% | 71.7%-39.4pp | 75.8%-43.5pp | 69.6%-37.3pp |
| Annual return | -8.89% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $601 | $1,810-66.8% | $2,468-75.6% | $2,381-74.7% |
| Participant deferral / active EE | $1,151 | $2,968-61.2% | $3,686-68.8% | $3,470-66.8% |
| Admin fee / account holder | $2,835 | $5,417-47.7% | $6,521-56.5% | $4,887-42.0% |