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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 | $20,600 | $52,678-60.9% | $75,784-72.8% | $59,633-65.5% |
| Participation rate | 19.4% | 67.2%-47.8pp | 75.8%-56.4pp | 68.7%-49.3pp |
| Annual return | -5.03% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $7,938 | $2,193+261.9% | $3,323+138.8% | $2,203+260.4% |
| Participant deferral / active EE | $361 | $2,591-86.1% | $3,652-90.1% | $3,192-88.7% |
| Admin fee / account holder | $8,400 | $3,610+132.7% | $5,300+58.5% | $4,297+95.5% |