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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 | $81,059 | $81,870-1.0% | $119,634-32.2% | $68,490+18.4% |
| Participation rate | 37.9% | 71.9%-34.0pp | 79.3%-41.3pp | 67.9%-30.0pp |
| Annual return | -20.45% | -23.82%+3.4pp | -14.98%-5.5pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,810 | $4,148-56.4% | $5,601-67.7% | $4,028-55.1% |
| Admin fee / account holder | $4,212 | $6,583-36.0% | $10,329-59.2% | $5,403-22.0% |