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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 | $44,497 | $82,674-46.2% | $125,363-64.5% | $68,495-35.0% |
| Participation rate | 43.2% | 75.0%-31.8pp | 82.4%-39.1pp | 67.9%-24.6pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $746 | $3,382-77.9% | $4,815-84.5% | $2,596-71.3% |
| Participant deferral / active EE | $1,105 | $6,111-81.9% | $7,447-85.2% | $4,028-72.6% |
| Admin fee / account holder | $431 | $6,276-93.1% | $10,005-95.7% | $5,403-92.0% |