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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 | $29,698 | $69,977-57.6% | $108,582-72.6% | $62,881-52.8% |
| Participation rate | 44.0% | 72.9%-28.9pp | 79.6%-35.6pp | 69.3%-25.3pp |
| Annual return | 2.72% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $604 | $2,135-71.7% | $3,758-83.9% | $2,281-73.5% |
| Participant deferral / active EE | $1,030 | $3,165-67.5% | $4,311-76.1% | $3,203-67.8% |
| Admin fee / account holder | $509 | $5,076-90.0% | $7,645-93.3% | $4,296-88.2% |