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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 | $39,056 | $51,638-24.4% | $68,368-42.9% | $82,448-52.6% |
| Participation rate | 64.0% | 63.6%+0.4pp | 73.8%-9.8pp | 68.1%-4.1pp |
| Annual return | 11.90% | 37.53%-25.6pp | 292.57%-280.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $348 | $2,914-88.1% | $4,123-91.6% | $4,139-91.6% |
| Admin fee / account holder | $1,598 | $4,643-65.6% | $5,150-69.0% | $7,234-77.9% |