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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 | $40,904 | $69,977-41.5% | $108,582-62.3% | $62,881-35.0% |
| Participation rate | 43.5% | 72.9%-29.4pp | 79.6%-36.0pp | 69.3%-25.8pp |
| Annual return | -3.46% | 10.73%-14.2pp | -51.70%+48.2pp | 20.14%-23.6pp |
| Employer contribution / active EE | $769 | $2,135-64.0% | $3,758-79.5% | $2,281-66.3% |
| Participant deferral / active EE | $1,328 | $3,165-58.0% | $4,311-69.2% | $3,203-58.5% |
| Admin fee / account holder | $797 | $5,076-84.3% | $7,645-89.6% | $4,296-81.5% |