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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 | $36,208 | $50,947-28.9% | $74,549-51.4% | $64,173-43.6% |
| Participation rate | 21.2% | 61.1%-39.8pp | 69.1%-47.9pp | 69.6%-48.4pp |
| Annual return | -8.74% | -1.85%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $325 | $1,115-70.8% | $1,961-83.4% | $2,381-86.3% |
| Participant deferral / active EE | $834 | $2,302-63.8% | $3,108-73.2% | $3,470-76.0% |
| Admin fee / account holder | $1,857 | $4,221-56.0% | $5,059-63.3% | $4,887-62.0% |