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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 | $40,761 | $67,411-39.5% | $91,004-55.2% | $70,126-41.9% |
| Participation rate | 57.1% | 71.4%-14.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 11.66% | -40.16%+51.8pp | 4.60%+7.1pp | 73.15%-61.5pp |
| Employer contribution / active EE | $374 | $1,786-79.1% | $2,456-84.8% | $2,343-84.0% |
| Participant deferral / active EE | $979 | $2,823-65.3% | $3,548-72.4% | $3,332-70.6% |
| Admin fee / account holder | $9,010 | $4,236+112.7% | $5,417+66.3% | $4,645+94.0% |