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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 | $18,461 | $77,638-76.2% | $156,551-88.2% | $62,881-70.6% |
| Participation rate | 18.6% | 71.2%-52.6pp | 84.0%-65.4pp | 69.3%-50.7pp |
| Annual return | -1.13% | 50.33%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $430 | $3,444-87.5% | $5,501-92.2% | $2,281-81.2% |
| Participant deferral / active EE | $468 | $3,046-84.6% | $4,871-90.4% | $3,203-85.4% |
| Admin fee / account holder | $12,047 | $5,561+116.6% | $13,028-7.5% | $4,296+180.4% |