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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 | $36,500 | $62,586-41.7% | $76,766-52.5% | $64,181-43.1% |
| Participation rate | 44.9% | 72.8%-27.9pp | 77.0%-32.1pp | 69.6%-24.7pp |
| Annual return | -8.57% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $545 | $1,832-70.3% | $2,485-78.1% | $2,381-77.1% |
| Participant deferral / active EE | $1,349 | $3,145-57.1% | $3,851-65.0% | $3,470-61.1% |
| Admin fee / account holder | $2,932 | $4,667-37.2% | $6,675-56.1% | $4,887-40.0% |