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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 | $26,603 | $77,816-65.8% | $123,549-78.5% | $64,181-58.5% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.5pp |
| Annual return | -9.69% | 12.49%-22.2pp | 119.20%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $575 | $3,014-80.9% | $4,628-87.6% | $2,381-75.9% |
| Participant deferral / active EE | $1,065 | $5,240-79.7% | $6,426-83.4% | $3,470-69.3% |
| Admin fee / account holder | $2,699 | $5,519-51.1% | $9,284-70.9% | $4,887-44.8% |