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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 | $52,624 | $69,977-24.8% | $108,582-51.5% | $62,881-16.3% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | -4.12% | 10.73%-14.9pp | -51.70%+47.6pp | 20.14%-24.3pp |
| Employer contribution / active EE | $680 | $2,135-68.1% | $3,758-81.9% | $2,281-70.2% |
| Participant deferral / active EE | $1,361 | $3,165-57.0% | $4,311-68.4% | $3,203-57.5% |
| Admin fee / account holder | $2,270 | $5,076-55.3% | $7,645-70.3% | $4,296-47.2% |