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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 | $29,582 | $60,349-51.0% | $74,184-60.1% | $62,881-53.0% |
| Participation rate | 64.0% | 72.7%-8.7pp | 76.6%-12.6pp | 69.3%-5.3pp |
| Annual return | -0.61% | 21.38%-22.0pp | 17.74%-18.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $393 | $1,680-76.6% | $2,370-83.4% | $2,281-82.8% |
| Participant deferral / active EE | $485 | $2,856-83.0% | $3,550-86.3% | $3,203-84.9% |
| Admin fee / account holder | $2,682 | $4,261-37.1% | $5,586-52.0% | $4,296-37.6% |