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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 | $32,642 | $72,177-54.8% | $115,038-71.6% | $59,633-45.3% |
| Participation rate | 17.2% | 72.6%-55.3pp | 81.4%-64.2pp | 68.7%-51.5pp |
| Annual return | -2.67% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $825 | $2,841-71.0% | $4,608-82.1% | $2,203-62.5% |
| Participant deferral / active EE | $1,446 | $4,783-69.8% | $6,026-76.0% | $3,192-54.7% |
| Admin fee / account holder | $5,943 | $4,927+20.6% | $8,175-27.3% | $4,297+38.3% |