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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 | $32,300 | $75,832-57.4% | $147,617-78.1% | $59,633-45.8% |
| Participation rate | 52.2% | 71.6%-19.4pp | 84.6%-32.4pp | 68.7%-16.5pp |
| Annual return | -3.84% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,030 | $3,485-70.4% | $5,564-81.5% | $2,203-53.2% |
| Participant deferral / active EE | $656 | $3,131-79.0% | $4,895-86.6% | $3,192-79.4% |
| Admin fee / account holder | $2,337 | $5,986-61.0% | $11,612-79.9% | $4,297-45.6% |