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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 | $43,961 | $50,947-13.7% | $74,551-41.0% | $64,173-31.5% |
| Participation rate | 27.1% | 61.1%-34.0pp | 69.1%-42.1pp | 69.6%-42.5pp |
| Annual return | -8.61% | -1.85%-6.8pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $650 | $1,115-41.7% | $1,961-66.9% | $2,381-72.7% |
| Participant deferral / active EE | $916 | $2,302-60.2% | $3,108-70.5% | $3,470-73.6% |
| Admin fee / account holder | $553 | $4,221-86.9% | $5,059-89.1% | $4,887-88.7% |