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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 | $24,304 | $64,176-62.1% | $112,249-78.3% | $66,938-63.7% |
| Participation rate | 29.4% | 68.4%-39.0pp | 75.1%-45.6pp | 69.8%-40.4pp |
| Annual return | -19.43% | -13.80%-5.6pp | 27.48%-46.9pp | 1.58%-21.0pp |
| Employer contribution / active EE | $921 | $3,007-69.4% | $3,636-74.7% | $2,545-63.8% |
| Participant deferral / active EE | $1,581 | $3,694-57.2% | $4,729-66.6% | $4,238-62.7% |
| Admin fee / account holder | $690 | $626+10.2% | $6,412-89.2% | $594+16.2% |