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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 | $44,893 | $69,977-35.8% | $108,582-58.7% | $62,881-28.6% |
| Participation rate | 59.5% | 72.9%-13.4pp | 79.6%-20.1pp | 69.3%-9.8pp |
| Annual return | -0.88% | 10.73%-11.6pp | -51.70%+50.8pp | 20.14%-21.0pp |
| Employer contribution / active EE | $850 | $2,135-60.2% | $3,758-77.4% | $2,281-62.7% |
| Participant deferral / active EE | $1,267 | $3,165-60.0% | $4,311-70.6% | $3,203-60.4% |
| Admin fee / account holder | $345 | $5,076-93.2% | $7,645-95.5% | $4,296-92.0% |