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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 | $29,453 | $72,177-59.2% | $115,038-74.4% | $59,633-50.6% |
| Participation rate | 29.4% | 72.6%-43.1pp | 81.4%-52.0pp | 68.7%-39.3pp |
| Annual return | -3.15% | 12.02%-15.2pp | 26.14%-29.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,189 | $2,841-58.2% | $4,608-74.2% | $2,203-46.0% |
| Participant deferral / active EE | $1,644 | $4,783-65.6% | $6,026-72.7% | $3,192-48.5% |
| Admin fee / account holder | $2,710 | $4,927-45.0% | $8,175-66.9% | $4,297-36.9% |