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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 | $36,707 | $45,283-18.9% | $155,789-76.4% | $52,331-29.9% |
| Participation rate | 34.2% | 62.2%-28.0pp | 76.1%-41.9pp | 68.1%-33.9pp |
| Annual return | -3.78% | 1.80%-5.6pp | 71.54%-75.3pp | 4.54%-8.3pp |
| Employer contribution / active EE | $314 | $1,329-76.3% | $3,839-91.8% | $1,882-83.3% |
| Participant deferral / active EE | $1,003 | $2,854-64.9% | $4,798-79.1% | $3,022-66.8% |
| Admin fee / account holder | $1,469 | $981+49.8% | $7,477-80.4% | $592+148.3% |