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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 | $38,300 | $78,425-51.2% | $95,956-60.1% | $79,858-52.0% |
| Participation rate | 55.2% | 73.5%-18.3pp | 77.1%-21.9pp | 69.6%-14.5pp |
| Annual return | -6.45% | 19.37%-25.8pp | 91.63%-98.1pp | 31.72%-38.2pp |
| Employer contribution / active EE | $928 | $1,945-52.3% | $2,541-63.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,323 | $3,440-61.5% | $4,167-68.3% | $3,740-64.6% |
| Admin fee / account holder | $5,744 | $5,622+2.2% | $6,797-15.5% | $5,306+8.3% |