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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 | $28,320 | $52,836-46.4% | $105,736-73.2% | $64,173-55.9% |
| Participation rate | 38.1% | 66.5%-28.5pp | 76.3%-38.2pp | 69.6%-31.5pp |
| Annual return | -8.03% | 14.30%-22.3pp | 6.27%-14.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $602 | $1,827-67.1% | $3,268-81.6% | $2,381-74.7% |
| Participant deferral / active EE | $693 | $2,545-72.8% | $4,080-83.0% | $3,470-80.0% |
| Admin fee / account holder | $609 | $3,959-84.6% | $6,913-91.2% | $4,887-87.5% |