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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 | $31,940 | $81,870-61.0% | $119,622-73.3% | $68,486-53.4% |
| Participation rate | 41.9% | 71.9%-30.0pp | 79.3%-37.4pp | 67.9%-26.0pp |
| Annual return | -20.87% | -23.82%+3.0pp | -14.98%-5.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $966 | $2,692-64.1% | $4,232-77.2% | $2,597-62.8% |
| Participant deferral / active EE | $1,246 | $4,148-70.0% | $5,601-77.7% | $4,028-69.1% |
| Admin fee / account holder | $1,055 | $6,583-84.0% | $10,328-89.8% | $5,404-80.5% |