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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 | $28,505 | $77,817-63.4% | $123,553-76.9% | $64,173-55.6% |
| Participation rate | 25.9% | 74.7%-48.8pp | 82.3%-56.4pp | 69.6%-43.6pp |
| Annual return | -8.78% | 12.49%-21.3pp | 119.21%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $907 | $3,014-69.9% | $4,628-80.4% | $2,381-61.9% |
| Participant deferral / active EE | $1,758 | $5,240-66.5% | $6,426-72.6% | $3,470-49.3% |
| Admin fee / account holder | $1,729 | $5,519-68.7% | $9,284-81.4% | $4,887-64.6% |