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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 | $39,566 | $65,703-39.8% | $94,228-58.0% | $59,633-33.7% |
| Participation rate | 45.2% | 72.1%-27.0pp | 78.8%-33.6pp | 68.7%-23.5pp |
| Annual return | -4.33% | 5.22%-9.5pp | 10.68%-15.0pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $532 | $2,021-73.7% | $3,587-85.2% | $2,203-75.8% |
| Participant deferral / active EE | $1,146 | $3,143-63.5% | $4,320-73.5% | $3,192-64.1% |
| Admin fee / account holder | $1,289 | $4,264-69.8% | $6,269-79.4% | $4,297-70.0% |