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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 | $30,374 | $72,492-58.1% | $87,104-65.1% | $72,975-58.4% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.9%-23.7pp | 69.5%-16.3pp |
| Annual return | -3.58% | 24.46%-28.0pp | 28.19%-31.8pp | 81.01%-84.6pp |
| Employer contribution / active EE | $493 | $1,894-74.0% | $2,521-80.5% | $2,440-79.8% |
| Participant deferral / active EE | $1,258 | $3,270-61.5% | $4,048-68.9% | $3,608-65.1% |
| Admin fee / account holder | $3,088 | $5,055-38.9% | $7,491-58.8% | $5,124-39.7% |