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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 | $32,389 | $77,816-58.4% | $123,552-73.8% | $64,173-49.5% |
| Participation rate | 37.5% | 74.7%-37.2pp | 82.3%-44.8pp | 69.6%-32.1pp |
| Annual return | -9.25% | 12.49%-21.7pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $594 | $3,014-80.3% | $4,628-87.2% | $2,381-75.0% |
| Participant deferral / active EE | $1,773 | $5,240-66.2% | $6,426-72.4% | $3,470-48.9% |
| Admin fee / account holder | $343 | $5,519-93.8% | $9,285-96.3% | $4,887-93.0% |