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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 | $69,993 | $56,484+23.9% | $169,452-58.7% | $64,173+9.1% |
| Participation rate | 41.9% | 64.5%-22.6pp | 77.8%-35.8pp | 69.6%-27.6pp |
| Annual return | -8.83% | -1.55%-7.3pp | 1.83%-10.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $330 | $1,832-82.0% | $4,157-92.1% | $2,381-86.2% |
| Participant deferral / active EE | $795 | $3,448-76.9% | $5,277-84.9% | $3,470-77.1% |
| Admin fee / account holder | $2,995 | $4,174-28.3% | $9,110-67.1% | $4,887-38.7% |