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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 | $29,786 | $40,275-26.0% | $57,356-48.1% | $59,633-50.1% |
| Participation rate | 55.9% | 69.1%-13.2pp | 75.1%-19.2pp | 68.7%-12.8pp |
| Annual return | -4.76% | 27.52%-32.3pp | 24.41%-29.2pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $491 | $1,921-74.4% | $2,689-81.7% | $2,203-77.7% |
| Participant deferral / active EE | $388 | $2,400-83.8% | $3,162-87.7% | $3,192-87.8% |
| Admin fee / account holder | $2,044 | $2,820-27.5% | $3,357-39.1% | $4,297-52.4% |