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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 | $27,815 | $72,177-61.5% | $115,038-75.8% | $59,633-53.4% |
| Participation rate | 53.0% | 72.6%-19.5pp | 81.4%-28.3pp | 68.7%-15.6pp |
| Annual return | -3.66% | 12.02%-15.7pp | 26.14%-29.8pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $984 | $2,841-65.4% | $4,608-78.6% | $2,203-55.3% |
| Participant deferral / active EE | $1,780 | $4,783-62.8% | $6,026-70.5% | $3,192-44.2% |
| Admin fee / account holder | $852 | $4,927-82.7% | $8,175-89.6% | $4,297-80.2% |