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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 | $32,961 | $49,471-33.4% | $79,583-58.6% | $66,949-50.8% |
| Participation rate | 46.8% | 61.4%-14.6pp | 69.5%-22.7pp | 69.8%-23.0pp |
| Annual return | -19.69% | 84.30%-104.0pp | 0.16%-19.9pp | 1.57%-21.3pp |
| Employer contribution / active EE | $1,224 | $1,266-3.3% | $2,414-49.3% | $2,545-51.9% |
| Participant deferral / active EE | $933 | $3,160-70.5% | $3,986-76.6% | $4,239-78.0% |
| Admin fee / account holder | $1,675 | $595+181.6% | $6,835-75.5% | $594+182.2% |