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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 | $35,038 | $65,703-46.7% | $94,228-62.8% | $59,633-41.2% |
| Participation rate | 45.9% | 72.1%-26.2pp | 78.8%-32.8pp | 68.7%-22.7pp |
| Annual return | -3.74% | 5.22%-9.0pp | 10.68%-14.4pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,009 | $2,021-50.1% | $3,587-71.9% | $2,203-54.2% |
| Participant deferral / active EE | $1,312 | $3,143-58.3% | $4,320-69.6% | $3,192-58.9% |
| Admin fee / account holder | $675 | $4,264-84.2% | $6,269-89.2% | $4,297-84.3% |