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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 | $39,965 | $49,177-18.7% | $79,467-49.7% | $64,173-37.7% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.6%-37.4pp |
| Annual return | -8.72% | -1.16%-7.6pp | 718.30%-727.0pp | 7.63%-16.3pp |
| Employer contribution / active EE | $620 | $2,076-70.2% | $2,800-77.9% | $2,381-74.0% |
| Participant deferral / active EE | $787 | $2,821-72.1% | $3,704-78.7% | $3,470-77.3% |
| Admin fee / account holder | $1,751 | $3,839-54.4% | $5,104-65.7% | $4,887-64.2% |