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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 | $28,811 | $52,678-45.3% | $75,784-62.0% | $59,633-51.7% |
| Participation rate | 8.2% | 67.2%-59.0pp | 75.8%-67.6pp | 68.7%-60.5pp |
| Annual return | -5.96% | 2.95%-8.9pp | 9.68%-15.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $465 | $2,193-78.8% | $3,323-86.0% | $2,203-78.9% |
| Participant deferral / active EE | $767 | $2,591-70.4% | $3,652-79.0% | $3,192-76.0% |
| Admin fee / account holder | $5,671 | $3,610+57.1% | $5,300+7.0% | $4,297+32.0% |