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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 | $30,765 | $65,704-53.2% | $94,229-67.4% | $59,633-48.4% |
| Participation rate | 45.3% | 72.1%-26.8pp | 78.8%-33.5pp | 68.7%-23.4pp |
| Annual return | -4.54% | 5.22%-9.8pp | 10.68%-15.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $926 | $2,021-54.2% | $3,587-74.2% | $2,203-58.0% |
| Participant deferral / active EE | $1,409 | $3,143-55.2% | $4,320-67.4% | $3,192-55.9% |
| Admin fee / account holder | $3,185 | $4,265-25.3% | $6,269-49.2% | $4,297-25.9% |