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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 | $24,068 | $45,438-47.0% | $80,004-69.9% | $59,633-59.6% |
| Participation rate | 32.1% | 63.7%-31.6pp | 73.0%-40.9pp | 68.7%-36.5pp |
| Annual return | -4.03% | 5.10%-9.1pp | 7.63%-11.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $502 | $1,236-59.4% | $2,473-79.7% | $2,203-77.2% |
| Participant deferral / active EE | $749 | $2,231-66.4% | $3,204-76.6% | $3,192-76.5% |
| Admin fee / account holder | $504 | $3,464-85.5% | $5,033-90.0% | $4,297-88.3% |