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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 | $33,691 | $48,364-30.3% | $71,796-53.1% | $62,881-46.4% |
| Participation rate | 9.5% | 60.6%-51.1pp | 69.1%-59.6pp | 69.3%-59.8pp |
| Annual return | -1.34% | 13.16%-14.5pp | 78.04%-79.4pp | 20.14%-21.5pp |
| Employer contribution / active EE | $364 | $1,042-65.0% | $1,924-81.1% | $2,281-84.0% |
| Participant deferral / active EE | $610 | $2,091-70.9% | $2,794-78.2% | $3,203-81.0% |
| Admin fee / account holder | $450 | $3,771-88.1% | $4,815-90.6% | $4,296-89.5% |