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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 | $54,713 | $59,834-8.6% | $79,576-31.2% | $68,495-20.1% |
| Participation rate | 63.6% | 61.1%+2.6pp | 69.5%-5.8pp | 67.9%-4.3pp |
| Annual return | -21.72% | -12.30%-9.4pp | 0.15%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $369 | $1,505-75.5% | $2,413-84.7% | $2,596-85.8% |
| Participant deferral / active EE | $1,210 | $3,024-60.0% | $3,985-69.6% | $4,028-70.0% |
| Admin fee / account holder | $628 | $4,835-87.0% | $6,834-90.8% | $5,403-88.4% |