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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 | $73,537 | $59,813+22.9% | $79,580-7.6% | $68,486+7.4% |
| Participation rate | 18.8% | 61.1%-42.3pp | 69.5%-50.7pp | 67.9%-49.1pp |
| Annual return | -20.62% | -12.30%-8.3pp | 0.15%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $979 | $3,024-67.6% | $3,985-75.4% | $4,028-75.7% |
| Admin fee / account holder | $1,828 | $4,835-62.2% | $6,835-73.3% | $5,404-66.2% |