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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 | $31,992 | $117,433-72.8% | $99,475-67.8% | $152,897-79.1% |
| Participation rate | 33.3% | 77.5%-44.2pp | 73.8%-40.5pp | 82.5%-49.1pp |
| Annual return | 0.26% | 31.87%-31.6pp | 30.72%-30.5pp | 345.43%-345.2pp |
| Employer contribution / active EE | $243 | $3,013-92.0% | $2,540-90.5% | $4,764-94.9% |
| Participant deferral / active EE | $426 | $4,086-89.6% | $3,619-88.2% | $5,851-92.7% |
| Admin fee / account holder | $1,213 | $7,634-84.1% | $6,252-80.6% | $11,599-89.5% |