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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 | $30,992 | $67,411-54.0% | $91,004-65.9% | $70,126-55.8% |
| Participation rate | 33.3% | 71.4%-38.0pp | 75.6%-42.3pp | 69.5%-36.2pp |
| Annual return | 12.38% | -40.16%+52.5pp | 4.60%+7.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,290 | $1,786-27.8% | $2,456-47.5% | $2,343-44.9% |
| Participant deferral / active EE | $1,043 | $2,823-63.1% | $3,548-70.6% | $3,332-68.7% |
| Admin fee / account holder | $16,935 | $4,236+299.8% | $5,417+212.6% | $4,645+264.5% |