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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 | $40,375 | $62,589-35.5% | $76,768-47.4% | $64,173-37.1% |
| Participation rate | 51.3% | 72.8%-21.5pp | 77.0%-25.7pp | 69.6%-18.3pp |
| Annual return | -7.66% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,388 | $1,832+84.9% | $2,485+36.3% | $2,381+42.3% |
| Participant deferral / active EE | $439 | $3,145-86.0% | $3,852-88.6% | $3,470-87.4% |
| Admin fee / account holder | $2,778 | $4,667-40.5% | $6,675-58.4% | $4,887-43.2% |