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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 | $26,399 | $50,464-47.7% | $75,784-65.2% | $52,331-49.6% |
| Participation rate | 53.2% | 66.8%-13.6pp | 75.8%-22.6pp | 68.1%-14.9pp |
| Annual return | -2.29% | 1.03%-3.3pp | 9.68%-12.0pp | 4.54%-6.8pp |
| Employer contribution / active EE | $8,570 | $1,988+331.0% | $3,323+157.9% | $1,882+355.4% |
| Participant deferral / active EE | $91 | $2,570-96.5% | $3,652-97.5% | $3,022-97.0% |
| Admin fee / account holder | $3,000 | $1,103+172.0% | $5,300-43.4% | $592+407.1% |