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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 | $42,069 | $71,878-41.5% | $86,698-51.5% | $68,486-38.6% |
| Participation rate | 62.7% | 72.2%-9.5pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -20.24% | 3.53%-23.8pp | 35.95%-56.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $743 | $2,173-65.8% | $2,837-73.8% | $2,597-71.4% |
| Participant deferral / active EE | $1,608 | $3,779-57.4% | $4,656-65.5% | $4,028-60.1% |
| Admin fee / account holder | $440 | $6,113-92.8% | $7,493-94.1% | $5,404-91.9% |