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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 | $45,796 | $61,660-25.7% | $80,022-42.8% | $64,173-28.6% |
| Participation rate | 42.5% | 71.7%-29.2pp | 75.8%-33.3pp | 69.6%-27.1pp |
| Annual return | -9.15% | -0.33%-8.8pp | 11.22%-20.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $564 | $1,810-68.8% | $2,468-77.1% | $2,381-76.3% |
| Participant deferral / active EE | $730 | $2,968-75.4% | $3,686-80.2% | $3,470-79.0% |
| Admin fee / account holder | $2,206 | $5,417-59.3% | $6,521-66.2% | $4,887-54.9% |