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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 | $27,552 | $48,050-42.7% | $85,969-68.0% | $59,633-53.8% |
| Participation rate | 27.8% | 64.5%-36.7pp | 76.5%-48.8pp | 68.7%-40.9pp |
| Annual return | -4.20% | 0.29%-4.5pp | 9.32%-13.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $435 | $1,640-73.5% | $3,474-87.5% | $2,203-80.3% |
| Participant deferral / active EE | $599 | $2,249-73.4% | $3,829-84.4% | $3,192-81.2% |
| Admin fee / account holder | $1,571 | $3,206-51.0% | $6,053-74.0% | $4,297-63.4% |