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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 | $62,967 | $74,535-15.5% | $100,712-37.5% | $82,637-23.8% |
| Participation rate | 19.4% | 61.2%-41.8pp | 69.3%-49.9pp | 68.1%-48.7pp |
| Annual return | -0.26% | 18.92%-19.2pp | 33.27%-33.5pp | 53.51%-53.8pp |
| Employer contribution / active EE | $348 | $1,503-76.8% | $2,313-85.0% | $2,552-86.4% |
| Participant deferral / active EE | $440 | $3,074-85.7% | $4,085-89.2% | $4,126-89.3% |
| Admin fee / account holder | $8,279 | $6,576+25.9% | $9,256-10.6% | $7,339+12.8% |