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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 | $38,285 | $58,541-34.6% | $76,518-50.0% | - |
| Participation rate | 26.3% | 46.6%-20.4pp | 68.0%-41.7pp | - |
| Annual return | -10.67% | -5.31%-5.4pp | -0.27%-10.4pp | - |
| Employer contribution / active EE | $552 | $523+5.7% | $2,647-79.1% | - |
| Participant deferral / active EE | $1,079 | $1,698-36.4% | $3,836-71.9% | - |
| Admin fee / account holder | $2,505 | $6,501-61.5% | $4,849-48.3% | - |