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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 | $24,557 | $83,908-70.7% | $68,509-64.2% | $125,393-80.4% |
| Participation rate | 42.9% | 78.2%-35.3pp | 74.7%-31.9pp | 83.2%-40.3pp |
| Annual return | -5.09% | 14.48%-19.6pp | 8.27%-13.4pp | 282.23%-287.3pp |
| Employer contribution / active EE | $497 | $3,031-83.6% | $2,278-78.2% | $4,866-89.8% |
| Participant deferral / active EE | $497 | $4,125-88.0% | $3,382-85.3% | $5,351-90.7% |
| Admin fee / account holder | $2,391 | $8,982-73.4% | $5,275-54.7% | $9,541-74.9% |