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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 | $38,513 | $59,186-34.9% | $76,768-49.8% | $56,287-31.6% |
| Participation rate | 45.2% | 75.2%-30.0pp | 77.0%-31.7pp | 69.9%-24.6pp |
| Annual return | -7.32% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.6pp |
| Employer contribution / active EE | $955 | $1,759-45.7% | $2,485-61.6% | $2,111-54.8% |
| Participant deferral / active EE | $1,489 | $3,255-54.2% | $3,852-61.3% | $3,350-55.5% |
| Admin fee / account holder | $903 | $489+84.5% | $6,675-86.5% | $521+73.3% |