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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 | $38,959 | $52,836-26.3% | $105,738-63.2% | $64,173-39.3% |
| Participation rate | 25.8% | 66.5%-40.7pp | 76.3%-50.5pp | 69.6%-43.7pp |
| Annual return | -8.35% | 14.30%-22.6pp | 6.27%-14.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $590 | $1,827-67.7% | $3,268-82.0% | $2,381-75.2% |
| Participant deferral / active EE | $674 | $2,545-73.5% | $4,080-83.5% | $3,470-80.6% |
| Admin fee / account holder | $850 | $3,959-78.5% | $6,913-87.7% | $4,887-82.6% |