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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 | $25,507 | $72,177-64.7% | $115,038-77.8% | $59,633-57.2% |
| Participation rate | 34.9% | 72.6%-37.7pp | 81.4%-46.5pp | 68.7%-33.8pp |
| Annual return | -3.18% | 12.02%-15.2pp | 26.14%-29.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $575 | $2,841-79.8% | $4,608-87.5% | $2,203-73.9% |
| Participant deferral / active EE | $1,099 | $4,783-77.0% | $6,026-81.8% | $3,192-65.6% |
| Admin fee / account holder | $2,631 | $4,927-46.6% | $8,175-67.8% | $4,297-38.8% |