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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 | $67,271 | $61,660+9.1% | $80,022-15.9% | $64,173+4.8% |
| Participation rate | 51.9% | 71.7%-19.8pp | 75.8%-24.0pp | 69.6%-17.7pp |
| Annual return | -9.16% | -0.33%-8.8pp | 11.22%-20.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $628 | $1,810-65.3% | $2,468-74.6% | $2,381-73.6% |
| Participant deferral / active EE | $916 | $2,968-69.1% | $3,686-75.2% | $3,470-73.6% |
| Admin fee / account holder | $2,532 | $5,417-53.3% | $6,521-61.2% | $4,887-48.2% |