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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 | $51,629 | $52,678-2.0% | $75,784-31.9% | $59,633-13.4% |
| Participation rate | 54.3% | 67.2%-12.9pp | 75.8%-21.5pp | 68.7%-14.4pp |
| Annual return | -3.17% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $3,006 | $2,193+37.0% | $3,323-9.6% | $2,203+36.5% |
| Participant deferral / active EE | $563 | $2,591-78.3% | $3,652-84.6% | $3,192-82.4% |
| Admin fee / account holder | $950 | $3,610-73.7% | $5,300-82.1% | $4,297-77.9% |