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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 | $43,962 | $81,870-46.3% | $119,622-63.2% | $68,486-35.8% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -19.14% | -23.82%+4.7pp | -14.98%-4.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,570 | $2,692+32.6% | $4,232-15.6% | $2,597+37.5% |
| Participant deferral / active EE | $473 | $4,148-88.6% | $5,601-91.6% | $4,028-88.3% |
| Admin fee / account holder | $2,005 | $6,583-69.5% | $10,328-80.6% | $5,404-62.9% |