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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 | $36,118 | $86,949-58.5% | $102,460-64.7% | $80,959-55.4% |
| Participation rate | 26.6% | 72.4%-45.8pp | 76.5%-49.9pp | 67.7%-41.1pp |
| Annual return | -22.34% | 18.89%-41.2pp | 29.47%-51.8pp | 35.67%-58.0pp |
| Employer contribution / active EE | $820 | $2,370-65.4% | $3,025-72.9% | $2,757-70.3% |
| Participant deferral / active EE | $1,260 | $4,121-69.4% | $5,056-75.1% | $4,300-70.7% |
| Admin fee / account holder | $6,588 | $8,048-18.1% | $9,460-30.4% | $6,925-4.9% |