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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 | $42,453 | $62,583-32.2% | $76,767-44.7% | $64,173-33.8% |
| Participation rate | 39.3% | 72.8%-33.5pp | 77.0%-37.7pp | 69.6%-30.3pp |
| Annual return | -7.51% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $952 | $1,832-48.1% | $2,485-61.7% | $2,381-60.0% |
| Participant deferral / active EE | $1,202 | $3,145-61.8% | $3,852-68.8% | $3,470-65.4% |
| Admin fee / account holder | $1,966 | $4,667-57.9% | $6,675-70.6% | $4,887-59.8% |