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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 | $34,264 | $45,602-24.9% | $117,498-70.8% | $66,930-48.8% |
| Participation rate | 26.4% | 57.6%-31.3pp | 70.6%-44.3pp | 69.8%-43.5pp |
| Annual return | -20.21% | -16.74%-3.5pp | 29.75%-50.0pp | 1.57%-21.8pp |
| Employer contribution / active EE | $510 | $1,579-67.7% | $4,178-87.8% | $2,545-79.9% |
| Participant deferral / active EE | $980 | $2,845-65.6% | $4,071-75.9% | $4,238-76.9% |
| Admin fee / account holder | $834 | $661+26.2% | $5,646-85.2% | $593+40.5% |