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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 | $41,696 | $41,377+0.8% | $109,313-61.9% | $62,881-33.7% |
| Participation rate | 41.8% | 57.5%-15.7pp | 71.3%-29.4pp | 69.3%-27.5pp |
| Annual return | -5.92% | 11.05%-17.0pp | 22.07%-28.0pp | 20.14%-26.1pp |
| Employer contribution / active EE | $1,511 | $1,276+18.4% | $3,892-61.2% | $2,281-33.8% |
| Participant deferral / active EE | $449 | $2,045-78.0% | $3,166-85.8% | $3,203-86.0% |
| Admin fee / account holder | $4,567 | $2,884+58.4% | $5,666-19.4% | $4,296+6.3% |