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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 | $36,103 | $50,898-29.1% | $171,082-78.9% | $55,167-34.6% |
| Participation rate | 21.0% | 63.3%-42.3pp | 76.7%-55.7pp | 69.0%-48.0pp |
| Annual return | 2.93% | 15.34%-12.4pp | 32.56%-29.6pp | 169.23%-166.3pp |
| Employer contribution / active EE | $482 | $1,433-66.4% | $4,002-88.0% | $1,963-75.5% |
| Participant deferral / active EE | $639 | $2,994-78.7% | $4,797-86.7% | $3,054-79.1% |
| Admin fee / account holder | $3,226 | $500+545.9% | $8,520-62.1% | $504+540.3% |