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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 | $30,826 | $72,177-57.3% | $115,037-73.2% | $59,633-48.3% |
| Participation rate | 34.7% | 72.6%-37.9pp | 81.4%-46.7pp | 68.7%-34.0pp |
| Annual return | -4.77% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.40%-2046.2pp |
| Employer contribution / active EE | $742 | $2,841-73.9% | $4,608-83.9% | $2,203-66.3% |
| Participant deferral / active EE | $1,965 | $4,783-58.9% | $6,026-67.4% | $3,192-38.4% |
| Admin fee / account holder | $1,130 | $4,927-77.1% | $8,175-86.2% | $4,297-73.7% |