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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 | $30,528 | $101,063-69.8% | $81,473-62.5% | $147,586-79.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 0.11% | 32.41%-32.3pp | 38.78%-38.7pp | 578.59%-578.5pp |
| Employer contribution / active EE | $2,923 | $3,206-8.8% | $2,568+13.8% | $4,876-40.1% |
| Participant deferral / active EE | $328 | $4,242-92.3% | $3,537-90.7% | $5,439-94.0% |
| Admin fee / account holder | $5,146 | $5,812-11.5% | $4,561+12.8% | $10,886-52.7% |