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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 | $23,528 | $60,349-61.0% | $74,184-68.3% | $62,881-62.6% |
| Participation rate | 23.5% | 72.7%-49.2pp | 76.6%-53.1pp | 69.3%-45.8pp |
| Annual return | -8.29% | 21.38%-29.7pp | 17.74%-26.0pp | 20.14%-28.4pp |
| Employer contribution / active EE | $397 | $1,680-76.4% | $2,370-83.3% | $2,281-82.6% |
| Participant deferral / active EE | $495 | $2,856-82.7% | $3,550-86.1% | $3,203-84.5% |
| Admin fee / account holder | $2,174 | $4,261-49.0% | $5,586-61.1% | $4,296-49.4% |