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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 | $22,705 | $59,819-62.0% | $79,583-71.5% | $68,490-66.8% |
| Participation rate | 28.0% | 61.1%-33.1pp | 69.5%-41.5pp | 67.9%-39.9pp |
| Annual return | -22.20% | -12.30%-9.9pp | 0.16%-22.4pp | -7.85%-14.3pp |
| Employer contribution / active EE | $692 | $1,505-54.1% | $2,414-71.3% | $2,597-73.4% |
| Participant deferral / active EE | $1,044 | $3,025-65.5% | $3,986-73.8% | $4,028-74.1% |
| Admin fee / account holder | $5,261 | $4,835+8.8% | $6,835-23.0% | $5,403-2.6% |