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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 | $46,306 | $98,240-52.9% | $82,312-43.7% | $147,586-68.6% |
| Participation rate | 23.1% | 79.7%-56.6pp | 76.9%-53.8pp | 82.8%-59.8pp |
| Annual return | -0.12% | 30.85%-31.0pp | 25.88%-26.0pp | 578.59%-578.7pp |
| Employer contribution / active EE | $806 | $3,192-74.8% | $2,428-66.8% | $4,876-83.5% |
| Participant deferral / active EE | $1,012 | $4,383-76.9% | $3,706-72.7% | $5,439-81.4% |
| Admin fee / account holder | $322 | $8,563-96.2% | $5,608-94.3% | $10,886-97.0% |