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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 | $33,564 | $58,600-42.7% | $83,327-59.7% | $64,173-47.7% |
| Participation rate | 29.4% | 72.0%-42.6pp | 77.8%-48.4pp | 69.6%-40.2pp |
| Annual return | -9.85% | 9.66%-19.5pp | 10.64%-20.5pp | 7.63%-17.5pp |
| Employer contribution / active EE | $696 | $2,098-66.8% | $3,379-79.4% | $2,381-70.8% |
| Participant deferral / active EE | $1,076 | $4,656-76.9% | $5,565-80.7% | $3,470-69.0% |
| Admin fee / account holder | $323 | $9,282-96.5% | $7,540-95.7% | $4,887-93.4% |