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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 | $37,469 | $58,093-35.5% | $80,022-53.2% | $56,289-33.4% |
| Participation rate | 30.3% | 73.6%-43.4pp | 75.8%-45.6pp | 69.9%-39.6pp |
| Annual return | -7.04% | 34.63%-41.7pp | 11.22%-18.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $674 | $1,933-65.1% | $2,468-72.7% | $2,111-68.1% |
| Participant deferral / active EE | $1,156 | $3,136-63.1% | $3,686-68.6% | $3,350-65.5% |
| Admin fee / account holder | $9,070 | $623+1356.9% | $6,521+39.1% | $521+1641.0% |