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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 | $22,631 | $54,380-58.4% | $68,509-67.0% | $59,633-62.0% |
| Participation rate | 37.0% | 70.2%-33.2pp | 74.7%-37.8pp | 68.7%-31.7pp |
| Annual return | -3.97% | 2.83%-6.8pp | 8.27%-12.2pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $732 | $1,539-52.4% | $2,278-67.8% | $2,203-66.8% |
| Participant deferral / active EE | $776 | $2,643-70.6% | $3,382-77.1% | $3,192-75.7% |
| Admin fee / account holder | $1,253 | $3,885-67.7% | $5,275-76.2% | $4,297-70.8% |