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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 | $31,601 | $65,027-51.4% | $90,970-65.3% | $79,852-60.4% |
| Participation rate | 46.3% | 61.6%-15.3pp | 69.0%-22.7pp | 69.6%-23.3pp |
| Annual return | 5.26% | 30.45%-25.2pp | 134.58%-129.3pp | 31.72%-26.5pp |
| Employer contribution / active EE | $516 | $1,247-58.7% | $2,122-75.7% | $2,471-79.1% |
| Participant deferral / active EE | $1,086 | $2,512-56.7% | $3,373-67.8% | $3,740-71.0% |
| Admin fee / account holder | $20,821 | $4,535+359.1% | $5,960+249.3% | $5,306+292.4% |