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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 | $35,215 | $72,404-51.4% | $110,243-68.1% | $64,173-45.1% |
| Participation rate | 40.6% | 73.3%-32.7pp | 79.8%-39.2pp | 69.6%-28.9pp |
| Annual return | -9.54% | -6.29%-3.2pp | 314.76%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $759 | $2,282-66.7% | $3,827-80.2% | $2,381-68.1% |
| Participant deferral / active EE | $1,248 | $3,469-64.0% | $4,672-73.3% | $3,470-64.0% |
| Admin fee / account holder | $3,403 | $5,664-39.9% | $8,548-60.2% | $4,887-30.4% |