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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 | $30,461 | $59,332-48.7% | $90,223-66.2% | $59,633-48.9% |
| Participation rate | 29.6% | 71.9%-42.3pp | 79.0%-49.5pp | 68.7%-39.1pp |
| Annual return | -8.18% | 3.25%-11.4pp | 1.31%-9.5pp | 2041.45%-2049.6pp |
| Employer contribution / active EE | $864 | $3,031-71.5% | $4,378-80.3% | $2,203-60.8% |
| Participant deferral / active EE | $1,527 | $4,369-65.1% | $5,792-73.6% | $3,192-52.2% |
| Admin fee / account holder | $959 | $5,032-80.9% | $7,406-87.1% | $4,297-77.7% |