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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 | $25,229 | $72,177-65.0% | $115,038-78.1% | $59,633-57.7% |
| Participation rate | 55.8% | 72.6%-16.8pp | 81.4%-25.6pp | 68.7%-12.9pp |
| Annual return | -2.84% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $853 | $2,841-70.0% | $4,608-81.5% | $2,203-61.3% |
| Participant deferral / active EE | $1,875 | $4,783-60.8% | $6,026-68.9% | $3,192-41.3% |
| Admin fee / account holder | $714 | $4,927-85.5% | $8,175-91.3% | $4,297-83.4% |