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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 | $39,422 | $53,162-25.8% | $91,225-56.8% | $68,486-42.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 73.2%-6.5pp | 67.9%-1.2pp |
| Annual return | -24.91% | -3.14%-21.8pp | 114.12%-139.0pp | -7.85%-17.1pp |
| Employer contribution / active EE | $1,371 | $1,709-19.8% | $2,851-51.9% | $2,597-47.2% |
| Participant deferral / active EE | $326 | $2,974-89.0% | $4,233-92.3% | $4,028-91.9% |
| Admin fee / account holder | $811 | $4,493-82.0% | $5,422-85.0% | $5,404-85.0% |