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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 | $70,301 | $73,009-3.7% | $90,760-22.5% | $68,486+2.7% |
| Participation rate | 56.5% | 70.8%-14.4pp | 75.7%-19.2pp | 67.9%-11.4pp |
| Annual return | -22.15% | -13.81%-8.3pp | -12.16%-10.0pp | -7.85%-14.3pp |
| Employer contribution / active EE | $2,344 | $2,193+6.9% | $2,922-19.8% | $2,597-9.7% |
| Participant deferral / active EE | $475 | $3,626-86.9% | $4,565-89.6% | $4,028-88.2% |
| Admin fee / account holder | $7,898 | $5,896+34.0% | $8,444-6.5% | $5,404+46.2% |