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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 | $32,674 | $43,333-24.6% | $59,883-45.4% | $64,181-49.1% |
| Participation rate | 44.0% | 69.2%-25.2pp | 74.7%-30.7pp | 69.6%-25.6pp |
| Annual return | -7.87% | -1.55%-6.3pp | 3.46%-11.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $901 | $2,029-55.6% | $2,722-66.9% | $2,381-62.2% |
| Participant deferral / active EE | $635 | $2,547-75.1% | $3,402-81.3% | $3,470-81.7% |
| Admin fee / account holder | $2,041 | $3,006-32.1% | $3,591-43.1% | $4,887-58.2% |