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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 | $29,713 | $44,850-33.8% | $60,547-50.9% | $59,633-50.2% |
| Participation rate | 31.0% | 59.5%-28.4pp | 68.0%-36.9pp | 68.7%-37.6pp |
| Annual return | -4.16% | 1074.14%-1078.3pp | 335.64%-339.8pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $502 | $1,462-65.7% | $2,419-79.3% | $2,203-77.2% |
| Participant deferral / active EE | $720 | $2,230-67.7% | $3,328-78.4% | $3,192-77.4% |
| Admin fee / account holder | $592 | $3,635-83.7% | $4,536-87.0% | $4,297-86.2% |