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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 | $32,134 | $69,977-54.1% | $108,582-70.4% | $62,881-48.9% |
| Participation rate | 41.7% | 72.9%-31.2pp | 79.6%-37.9pp | 69.3%-27.6pp |
| Annual return | 3.11% | 10.73%-7.6pp | -51.70%+54.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $490 | $2,135-77.0% | $3,758-87.0% | $2,281-78.5% |
| Participant deferral / active EE | $1,025 | $3,165-67.6% | $4,311-76.2% | $3,203-68.0% |
| Admin fee / account holder | $372 | $5,076-92.7% | $7,645-95.1% | $4,296-91.3% |