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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 | $55,205 | $59,819-7.7% | $79,583-30.6% | $68,490-19.4% |
| Participation rate | 45.2% | 61.1%-15.9pp | 69.5%-24.3pp | 67.9%-22.7pp |
| Annual return | -25.30% | -12.30%-13.0pp | 0.16%-25.5pp | -7.85%-17.4pp |
| Employer contribution / active EE | $382 | $1,505-74.6% | $2,414-84.2% | $2,597-85.3% |
| Participant deferral / active EE | $453 | $3,025-85.0% | $3,986-88.6% | $4,028-88.8% |
| Admin fee / account holder | $6,689 | $4,835+38.3% | $6,835-2.1% | $5,403+23.8% |