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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 | $25,900 | $70,002-63.0% | $115,038-77.5% | $52,331-50.5% |
| Participation rate | 32.0% | 72.1%-40.1pp | 81.4%-49.3pp | 68.1%-36.1pp |
| Annual return | -1.70% | 4.04%-5.7pp | 26.14%-27.8pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,920 | $2,715-29.3% | $4,608-58.3% | $1,882+2.0% |
| Participant deferral / active EE | $1,920 | $4,920-61.0% | $6,026-68.1% | $3,022-36.5% |
| Admin fee / account holder | $9,654 | $566+1605.5% | $8,175+18.1% | $592+1531.8% |