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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 | $37,506 | $69,977-46.4% | $108,582-65.5% | $62,881-40.4% |
| Participation rate | 65.7% | 72.9%-7.2pp | 79.6%-13.9pp | 69.3%-3.6pp |
| Annual return | 0.14% | 10.73%-10.6pp | -51.70%+51.8pp | 20.14%-20.0pp |
| Employer contribution / active EE | $470 | $2,135-78.0% | $3,758-87.5% | $2,281-79.4% |
| Participant deferral / active EE | $1,285 | $3,165-59.4% | $4,311-70.2% | $3,203-59.9% |
| Admin fee / account holder | $1,170 | $5,076-77.0% | $7,645-84.7% | $4,296-72.8% |