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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 | $28,504 | $47,944-40.5% | $67,834-58.0% | $62,881-54.7% |
| Participation rate | 30.6% | 61.1%-30.5pp | 68.8%-38.2pp | 69.3%-38.7pp |
| Annual return | 1.45% | 11.77%-10.3pp | 138.47%-137.0pp | 20.14%-18.7pp |
| Employer contribution / active EE | $271 | $1,562-82.6% | $2,403-88.7% | $2,281-88.1% |
| Participant deferral / active EE | $467 | $2,247-79.2% | $3,160-85.2% | $3,203-85.4% |
| Admin fee / account holder | $1,839 | $3,712-50.5% | $4,622-60.2% | $4,296-57.2% |