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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 | $35,349 | $69,977-49.5% | $108,582-67.4% | $62,881-43.8% |
| Participation rate | 61.3% | 72.9%-11.6pp | 79.6%-18.3pp | 69.3%-8.0pp |
| Annual return | -6.44% | 10.73%-17.2pp | -51.70%+45.3pp | 20.14%-26.6pp |
| Employer contribution / active EE | $916 | $2,135-57.1% | $3,758-75.6% | $2,281-59.9% |
| Participant deferral / active EE | $1,413 | $3,165-55.4% | $4,311-67.2% | $3,203-55.9% |
| Admin fee / account holder | $1,630 | $5,076-67.9% | $7,645-78.7% | $4,296-62.1% |