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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 | $38,603 | $82,028-52.9% | $123,105-68.6% | $59,633-35.3% |
| Participation rate | 25.6% | 83.2%-57.6pp | 86.8%-61.1pp | 68.7%-43.0pp |
| Annual return | -4.77% | 5.12%-9.9pp | 13.22%-18.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $1,791 | $3,297-45.7% | $5,151-65.2% | $2,203-18.7% |
| Participant deferral / active EE | $1,642 | $4,667-64.8% | $6,229-73.6% | $3,192-48.6% |
| Admin fee / account holder | $332 | $5,879-94.4% | $9,014-96.3% | $4,297-92.3% |