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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 | $29,752 | $60,349-50.7% | $74,184-59.9% | $62,881-52.7% |
| Participation rate | 42.3% | 72.7%-30.4pp | 76.6%-34.3pp | 69.3%-27.0pp |
| Annual return | -2.27% | 21.38%-23.6pp | 17.74%-20.0pp | 20.14%-22.4pp |
| Employer contribution / active EE | $674 | $1,680-59.9% | $2,370-71.6% | $2,281-70.5% |
| Participant deferral / active EE | $528 | $2,856-81.5% | $3,550-85.1% | $3,203-83.5% |
| Admin fee / account holder | $3,825 | $4,261-10.2% | $5,586-31.5% | $4,296-11.0% |