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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 | $50,897 | $53,596-5.0% | $90,657-43.9% | $64,173-20.7% |
| Participation rate | 21.4% | 64.5%-43.1pp | 74.0%-52.6pp | 69.6%-48.1pp |
| Annual return | -8.41% | 4.41%-12.8pp | 1.89%-10.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $530 | $1,503-64.7% | $2,532-79.1% | $2,381-77.7% |
| Participant deferral / active EE | $843 | $2,459-65.7% | $3,424-75.4% | $3,470-75.7% |
| Admin fee / account holder | $676 | $3,868-82.5% | $4,994-86.5% | $4,887-86.2% |