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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 | $63,342 | $65,704-3.6% | $94,229-32.8% | $59,633+6.2% |
| Participation rate | 36.6% | 72.1%-35.5pp | 78.8%-42.2pp | 68.7%-32.1pp |
| Annual return | -6.73% | 5.22%-11.9pp | 10.68%-17.4pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $796 | $2,021-60.6% | $3,587-77.8% | $2,203-63.8% |
| Participant deferral / active EE | $1,153 | $3,143-63.3% | $4,320-73.3% | $3,192-63.9% |
| Admin fee / account holder | $689 | $4,265-83.9% | $6,269-89.0% | $4,297-84.0% |