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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 | $42,135 | $72,177-41.6% | $115,038-63.4% | $59,633-29.3% |
| Participation rate | 66.1% | 72.6%-6.5pp | 81.4%-15.3pp | 68.7%-2.6pp |
| Annual return | -2.50% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $557 | $2,841-80.4% | $4,608-87.9% | $2,203-74.7% |
| Participant deferral / active EE | $1,480 | $4,783-69.1% | $6,026-75.4% | $3,192-53.6% |
| Admin fee / account holder | $949 | $4,927-80.7% | $8,175-88.4% | $4,297-77.9% |