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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 | $25,530 | $54,380-53.1% | $68,509-62.7% | $59,633-57.2% |
| Participation rate | 69.8% | 70.2%-0.4pp | 74.7%-5.0pp | 68.7%+1.1pp |
| Annual return | -2.35% | 2.83%-5.2pp | 8.27%-10.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,013 | $1,539-34.2% | $2,278-55.5% | $2,203-54.0% |
| Participant deferral / active EE | $873 | $2,643-67.0% | $3,382-74.2% | $3,192-72.6% |
| Admin fee / account holder | $1,580 | $3,885-59.3% | $5,275-70.0% | $4,297-63.2% |