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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 | $41,749 | $48,364-13.7% | $71,796-41.9% | $62,881-33.6% |
| Participation rate | 43.8% | 60.6%-16.9pp | 69.1%-25.4pp | 69.3%-25.6pp |
| Annual return | -3.13% | 13.16%-16.3pp | 78.04%-81.2pp | 20.14%-23.3pp |
| Employer contribution / active EE | $609 | $1,042-41.5% | $1,924-68.3% | $2,281-73.3% |
| Participant deferral / active EE | $794 | $2,091-62.1% | $2,794-71.6% | $3,203-75.2% |
| Admin fee / account holder | $4,851 | $3,771+28.6% | $4,815+0.7% | $4,296+12.9% |