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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 | $41,693 | $42,548-2.0% | $74,551-44.1% | $56,289-25.9% |
| Participation rate | 29.7% | 60.5%-30.8pp | 69.1%-39.4pp | 69.9%-40.1pp |
| Annual return | -8.87% | 12.40%-21.3pp | 32.53%-41.4pp | -9.96%+1.1pp |
| Employer contribution / active EE | $653 | $855-23.6% | $1,961-66.7% | $2,111-69.1% |
| Participant deferral / active EE | $1,095 | $2,277-51.9% | $3,108-64.8% | $3,350-67.3% |
| Admin fee / account holder | $896 | $467+91.9% | $5,059-82.3% | $521+72.1% |