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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 | $36,985 | $72,404-48.9% | $110,243-66.5% | $64,173-42.4% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | -10.66% | -6.29%-4.4pp | 314.76%-325.4pp | 7.63%-18.3pp |
| Employer contribution / active EE | $3,321 | $2,282+45.6% | $3,827-13.2% | $2,381+39.5% |
| Participant deferral / active EE | $1,426 | $3,469-58.9% | $4,672-69.5% | $3,470-58.9% |
| Admin fee / account holder | $424 | $5,664-92.5% | $8,548-95.0% | $4,887-91.3% |