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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 | $32,431 | $58,600-44.7% | $83,327-61.1% | $64,173-49.5% |
| Participation rate | 51.7% | 72.0%-20.3pp | 77.8%-26.0pp | 69.6%-17.8pp |
| Annual return | -9.00% | 9.66%-18.7pp | 10.64%-19.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $647 | $2,098-69.2% | $3,379-80.9% | $2,381-72.8% |
| Participant deferral / active EE | $1,202 | $4,656-74.2% | $5,565-78.4% | $3,470-65.4% |
| Admin fee / account holder | $360 | $9,282-96.1% | $7,540-95.2% | $4,887-92.6% |