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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 | $36,726 | $32,037+14.6% | $69,182-46.9% | $62,881-41.6% |
| Participation rate | 15.4% | 43.4%-28.0pp | 55.1%-39.7pp | 69.3%-53.9pp |
| Annual return | 4.21% | 15.16%-11.0pp | -21.93%+26.1pp | 20.14%-15.9pp |
| Employer contribution / active EE | $91 | $679-86.6% | $1,206-92.5% | $2,281-96.0% |
| Participant deferral / active EE | $107 | $1,185-91.0% | $1,897-94.4% | $3,203-96.7% |
| Admin fee / account holder | $7,698 | $2,608+195.1% | $2,697+185.5% | $4,296+79.2% |