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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 | $43,217 | $70,002-38.3% | $115,038-62.4% | $52,331-17.4% |
| Participation rate | 20.6% | 72.1%-51.5pp | 81.4%-60.8pp | 68.1%-47.5pp |
| Annual return | -3.36% | 4.04%-7.4pp | 26.14%-29.5pp | 4.54%-7.9pp |
| Employer contribution / active EE | $717 | $2,715-73.6% | $4,608-84.4% | $1,882-61.9% |
| Participant deferral / active EE | $1,057 | $4,920-78.5% | $6,026-82.5% | $3,022-65.0% |
| Admin fee / account holder | $1,341 | $566+137.0% | $8,175-83.6% | $592+126.7% |