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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 | $34,368 | $83,908-59.0% | $68,509-49.8% | $125,389-72.6% |
| Participation rate | 63.6% | 78.2%-14.5pp | 74.7%-11.1pp | 83.2%-19.6pp |
| Annual return | -8.59% | 14.48%-23.1pp | 8.27%-16.9pp | 282.24%-290.8pp |
| Employer contribution / active EE | $729 | $3,031-75.9% | $2,278-68.0% | $4,866-85.0% |
| Participant deferral / active EE | $729 | $4,125-82.3% | $3,382-78.4% | $5,352-86.4% |
| Admin fee / account holder | $396 | $8,982-95.6% | $5,275-92.5% | $9,541-95.8% |