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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 | $38,235 | $73,009-47.6% | $90,760-57.9% | $68,486-44.2% |
| Participation rate | 22.6% | 70.8%-48.2pp | 75.7%-53.1pp | 67.9%-45.3pp |
| Annual return | -23.44% | -13.81%-9.6pp | -12.16%-11.3pp | -7.85%-15.6pp |
| Employer contribution / active EE | $866 | $2,193-60.5% | $2,922-70.4% | $2,597-66.7% |
| Participant deferral / active EE | $1,267 | $3,626-65.1% | $4,565-72.2% | $4,028-68.5% |
| Admin fee / account holder | $315 | $5,896-94.7% | $8,444-96.3% | $5,404-94.2% |