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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 | $27,470 | $45,152-39.2% | $73,835-62.8% | $59,633-53.9% |
| Participation rate | 15.1% | 64.0%-49.0pp | 73.4%-58.4pp | 68.7%-53.6pp |
| Annual return | -5.07% | 27.40%-32.5pp | 2268.13%-2273.2pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $180 | $1,901-90.5% | $2,788-93.5% | $2,203-91.8% |
| Participant deferral / active EE | $525 | $2,573-79.6% | $3,583-85.3% | $3,192-83.5% |
| Admin fee / account holder | $3,340 | $3,515-5.0% | $4,880-31.6% | $4,297-22.3% |