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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 | $38,778 | $67,602-42.6% | $82,312-52.9% | $70,126-44.7% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.9%-36.5pp | 69.5%-29.2pp |
| Annual return | -18.29% | 21.57%-39.9pp | 25.88%-44.2pp | 73.15%-91.4pp |
| Employer contribution / active EE | $411 | $1,755-76.6% | $2,428-83.1% | $2,343-82.5% |
| Participant deferral / active EE | $994 | $2,987-66.7% | $3,706-73.2% | $3,332-70.2% |
| Admin fee / account holder | $1,756 | $4,512-61.1% | $5,608-68.7% | $4,645-62.2% |