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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 | $20,289 | $48,078-57.8% | $78,676-74.2% | $62,881-67.7% |
| Participation rate | 34.8% | 65.2%-30.4pp | 73.6%-38.7pp | 69.3%-34.5pp |
| Annual return | -0.89% | 31.36%-32.2pp | 62.19%-63.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $244 | $2,015-87.9% | $2,850-91.4% | $2,281-89.3% |
| Participant deferral / active EE | $505 | $2,587-80.5% | $3,517-85.6% | $3,203-84.2% |
| Admin fee / account holder | $2,372 | $3,206-26.0% | $4,510-47.4% | $4,296-44.8% |