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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 | $45,381 | $91,559-50.4% | $133,978-66.1% | $79,856-43.2% |
| Participation rate | 38.3% | 73.3%-35.0pp | 79.8%-41.5pp | 69.6%-31.3pp |
| Annual return | -24.85% | 61.85%-86.7pp | 45.10%-69.9pp | 31.71%-56.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,674 | $3,734-55.2% | $5,047-66.8% | $3,741-55.3% |
| Admin fee / account holder | $772 | $6,321-87.8% | $8,930-91.4% | $5,306-85.5% |