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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 | $31,309 | $91,198-65.7% | $178,503-82.5% | $79,856-60.8% |
| Participation rate | 16.7% | 69.2%-52.5pp | 81.9%-65.3pp | 69.6%-53.0pp |
| Annual return | -3.28% | 24.20%-27.5pp | 151.12%-154.4pp | 31.71%-35.0pp |
| Employer contribution / active EE | $548 | $3,257-83.2% | $5,011-89.1% | $2,471-77.8% |
| Participant deferral / active EE | $866 | $3,237-73.2% | $5,202-83.4% | $3,741-76.8% |
| Admin fee / account holder | $1,809 | $6,748-73.2% | $13,987-87.1% | $5,306-65.9% |