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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 | $44,119 | $65,034-32.2% | $90,970-51.5% | $79,856-44.8% |
| Participation rate | 31.3% | 61.6%-30.4pp | 69.0%-37.8pp | 69.6%-38.4pp |
| Annual return | 1.06% | 30.45%-29.4pp | 134.60%-133.5pp | 31.71%-30.7pp |
| Employer contribution / active EE | $260 | $1,247-79.2% | $2,122-87.8% | $2,471-89.5% |
| Participant deferral / active EE | $301 | $2,512-88.0% | $3,373-91.1% | $3,741-91.9% |
| Admin fee / account holder | $1,810 | $4,536-60.1% | $5,961-69.6% | $5,306-65.9% |