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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 | $32,824 | $57,108-42.5% | $94,229-65.2% | $52,331-37.3% |
| Participation rate | 55.8% | 72.9%-17.2pp | 78.8%-23.0pp | 68.1%-12.3pp |
| Annual return | -2.24% | 1.47%-3.7pp | 10.68%-12.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $888 | $1,735-48.8% | $3,587-75.3% | $1,882-52.8% |
| Participant deferral / active EE | $1,419 | $3,040-53.3% | $4,320-67.2% | $3,022-53.1% |
| Admin fee / account holder | $7,405 | $546+1255.0% | $6,269+18.1% | $592+1151.7% |