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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 | $31,346 | $81,870-61.7% | $119,608-73.8% | $68,495-54.2% |
| Participation rate | 27.6% | 71.9%-44.3pp | 79.3%-51.7pp | 67.9%-40.3pp |
| Annual return | -20.47% | -23.82%+3.4pp | -14.98%-5.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $831 | $2,692-69.1% | $4,232-80.4% | $2,596-68.0% |
| Participant deferral / active EE | $1,030 | $4,148-75.2% | $5,601-81.6% | $4,028-74.4% |
| Admin fee / account holder | $2,749 | $6,583-58.2% | $10,326-73.4% | $5,403-49.1% |