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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 | $37,761 | $50,947-25.9% | $74,549-49.3% | $64,173-41.2% |
| Participation rate | 32.4% | 61.1%-28.7pp | 69.1%-36.8pp | 69.6%-37.2pp |
| Annual return | -11.34% | -1.85%-9.5pp | 32.53%-43.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $515 | $1,115-53.8% | $1,961-73.7% | $2,381-78.4% |
| Participant deferral / active EE | $1,009 | $2,302-56.2% | $3,108-67.5% | $3,470-70.9% |
| Admin fee / account holder | $2,382 | $4,221-43.6% | $5,059-52.9% | $4,887-51.3% |