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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 | $39,841 | $48,078-17.1% | $78,676-49.4% | $62,881-36.6% |
| Participation rate | 68.8% | 65.2%+3.5pp | 73.6%-4.8pp | 69.3%-0.6pp |
| Annual return | -1.03% | 31.36%-32.4pp | 62.19%-63.2pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $490 | $2,587-81.1% | $3,517-86.1% | $3,203-84.7% |
| Admin fee / account holder | $580 | $3,206-81.9% | $4,510-87.2% | $4,296-86.5% |