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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 | $27,866 | $77,816-64.2% | $123,549-77.4% | $64,181-56.6% |
| Participation rate | 44.0% | 74.7%-30.7pp | 82.3%-38.3pp | 69.6%-25.6pp |
| Annual return | -8.13% | 12.49%-20.6pp | 119.20%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $962 | $3,014-68.1% | $4,628-79.2% | $2,381-59.6% |
| Participant deferral / active EE | $1,295 | $5,240-75.3% | $6,426-79.8% | $3,470-62.7% |
| Admin fee / account holder | $612 | $5,519-88.9% | $9,284-93.4% | $4,887-87.5% |