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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 | $29,368 | $79,955-63.3% | $98,461-70.2% | $75,173-60.9% |
| Participation rate | 32.3% | 70.4%-38.1pp | 75.2%-42.9pp | 67.2%-34.9pp |
| Annual return | -5.83% | 19.75%-25.6pp | 21.17%-27.0pp | 160.72%-166.5pp |
| Employer contribution / active EE | $699 | $2,264-69.1% | $3,049-77.1% | $2,671-73.8% |
| Participant deferral / active EE | $1,007 | $3,752-73.2% | $4,738-78.7% | $4,126-75.6% |
| Admin fee / account holder | $1,721 | $6,841-74.8% | $8,961-80.8% | $5,651-69.5% |