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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 | $78,037 | $54,380+43.5% | $68,509+13.9% | $59,633+30.9% |
| Participation rate | 37.0% | 70.2%-33.2pp | 74.7%-37.7pp | 68.7%-31.6pp |
| Annual return | -6.98% | 2.83%-9.8pp | 8.27%-15.2pp | 2041.45%-2048.4pp |
| Employer contribution / active EE | $544 | $1,539-64.6% | $2,278-76.1% | $2,203-75.3% |
| Participant deferral / active EE | $683 | $2,643-74.2% | $3,382-79.8% | $3,192-78.6% |
| Admin fee / account holder | $3,133 | $3,885-19.4% | $5,275-40.6% | $4,297-27.1% |