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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 | $36,884 | $77,638-52.5% | $156,551-76.4% | $62,881-41.3% |
| Participation rate | 32.4% | 71.2%-38.8pp | 84.0%-51.6pp | 69.3%-36.9pp |
| Annual return | 0.07% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $484 | $3,444-85.9% | $5,501-91.2% | $2,281-78.8% |
| Participant deferral / active EE | $715 | $3,046-76.5% | $4,871-85.3% | $3,203-77.7% |
| Admin fee / account holder | $966 | $5,561-82.6% | $13,028-92.6% | $4,296-77.5% |