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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 | $33,675 | $103,392-67.4% | $87,104-61.3% | $152,897-78.0% |
| Participation rate | 61.5% | 79.4%-17.8pp | 76.9%-15.3pp | 82.5%-20.9pp |
| Annual return | -8.07% | 28.10%-36.2pp | 28.19%-36.3pp | 345.43%-353.5pp |
| Employer contribution / active EE | $782 | $3,221-75.7% | $2,521-69.0% | $4,764-83.6% |
| Participant deferral / active EE | $1,189 | $4,778-75.1% | $4,048-70.6% | $5,851-79.7% |
| Admin fee / account holder | $872 | $12,194-92.8% | $7,491-88.4% | $11,599-92.5% |