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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 | $66,696 | $73,848-9.7% | $143,799-53.6% | $68,486-2.6% |
| Participation rate | 26.4% | 66.7%-40.2pp | 80.3%-53.9pp | 67.9%-41.5pp |
| Annual return | -21.37% | 0.91%-22.3pp | -0.04%-21.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $490 | $3,184-84.6% | $4,952-90.1% | $2,597-81.1% |
| Participant deferral / active EE | $785 | $3,385-76.8% | $5,638-86.1% | $4,028-80.5% |
| Admin fee / account holder | $2,057 | $5,755-64.3% | $14,677-86.0% | $5,404-61.9% |