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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 | $31,297 | $39,132-20.0% | $57,196-45.3% | $62,881-50.2% |
| Participation rate | 68.9% | 70.5%-1.6pp | 75.3%-6.5pp | 69.3%-0.5pp |
| Annual return | -2.49% | 9.24%-11.7pp | 14.59%-17.1pp | 20.14%-22.6pp |
| Employer contribution / active EE | $1,532 | $1,874-18.3% | $2,683-42.9% | $2,281-32.8% |
| Participant deferral / active EE | $705 | $2,374-70.3% | $3,096-77.2% | $3,203-78.0% |
| Admin fee / account holder | $4,141 | $2,594+59.6% | $3,141+31.8% | $4,296-3.6% |