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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 | $26,129 | $51,708-49.5% | $106,619-75.5% | $62,881-58.4% |
| Participation rate | 41.2% | 66.9%-25.7pp | 78.0%-36.8pp | 69.3%-28.1pp |
| Annual return | -2.21% | 4.69%-6.9pp | 9.42%-11.6pp | 20.14%-22.4pp |
| Employer contribution / active EE | $701 | $1,764-60.3% | $3,947-82.2% | $2,281-69.3% |
| Participant deferral / active EE | $906 | $2,315-60.9% | $3,930-76.9% | $3,203-71.7% |
| Admin fee / account holder | $2,430 | $3,349-27.4% | $6,418-62.1% | $4,296-43.4% |