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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 | $31,059 | $91,198-65.9% | $178,503-82.6% | $79,856-61.1% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 2.10% | 24.20%-22.1pp | 151.12%-149.0pp | 31.71%-29.6pp |
| Employer contribution / active EE | $984 | $3,257-69.8% | $5,011-80.4% | $2,471-60.2% |
| Participant deferral / active EE | $877 | $3,237-72.9% | $5,202-83.1% | $3,741-76.6% |
| Admin fee / account holder | $1,376 | $6,748-79.6% | $13,987-90.2% | $5,306-74.1% |