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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 | $26,682 | $72,177-63.0% | $115,038-76.8% | $59,633-55.3% |
| Participation rate | 61.9% | 72.6%-10.6pp | 81.4%-19.5pp | 68.7%-6.8pp |
| Annual return | -3.80% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,582 | $2,841-44.3% | $4,608-65.7% | $2,203-28.2% |
| Participant deferral / active EE | $1,970 | $4,783-58.8% | $6,026-67.3% | $3,192-38.3% |
| Admin fee / account holder | $2,860 | $4,927-42.0% | $8,175-65.0% | $4,297-33.5% |