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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 | $39,877 | $77,817-48.8% | $123,553-67.7% | $64,173-37.9% |
| Participation rate | 37.9% | 74.7%-36.8pp | 82.3%-44.4pp | 69.6%-31.6pp |
| Annual return | -8.32% | 12.49%-20.8pp | 119.21%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $990 | $3,014-67.2% | $4,628-78.6% | $2,381-58.4% |
| Participant deferral / active EE | $1,821 | $5,240-65.2% | $6,426-71.7% | $3,470-47.5% |
| Admin fee / account holder | $397 | $5,519-92.8% | $9,284-95.7% | $4,887-91.9% |