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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 | $27,826 | $71,873-61.3% | $86,698-67.9% | $68,490-59.4% |
| Participation rate | 54.3% | 72.2%-18.0pp | 76.6%-22.3pp | 67.9%-13.6pp |
| Annual return | -22.69% | 3.54%-26.2pp | 35.96%-58.7pp | -7.85%-14.8pp |
| Employer contribution / active EE | $949 | $2,173-56.3% | $2,837-66.5% | $2,597-63.4% |
| Participant deferral / active EE | $1,002 | $3,779-73.5% | $4,656-78.5% | $4,028-75.1% |
| Admin fee / account holder | $1,598 | $6,110-73.8% | $7,492-78.7% | $5,403-70.4% |